Maggie Guenter (CRD# 7077159) is an Investment Advisor Representative working at Arbor Point Advisors in Clearwater, MN and has over 3 years of experience in the finance industry.
CRD# 1798616
Primerica Advisors
CRD# 2547796
Ameriprise Financial Services, LLC
CRD# 1185989
Valmark Advisers, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Arbor Point Advisors | Clearwater, MN | Dec 2021 - Current | 2 |
Securities America Advisors | Clearwater, MN | Jan 2021 - Current | 3 |
Securities America, Inc. | Clearwater, MN | Nov 2019 - Current | 4 |
Jolyn | Huntington Beach, CA | Jan 2017 - Current | 7 |
Melalueca | Idaho Falls, ID | May 2015 - Current | 9 |
Securities America, Inc. | Roseville, MN | Apr 2019 - Nov 2019 | < 1 |
Midtown Bar & Grill | St. Cloud, MN | Apr 2019 - Jun 2019 | < 1 |
St. Cloud State University | St. Cloud, MN | Aug 2014 - May 2019 | 4 |
Cafe Jules | Annadale, MN | Dec 2015 - Aug 2018 | 2 |
Clearwater Travel Plaza | Clearwater, MN | Jun 2013 - Aug 2016 | 3 |
Monticello High School | Monticello, MN | Sep 2014 - May 2016 | 1 |
Lake Cafe | Big Lake, MN | Nov 2014 - Jul 2015 | < 1 |
Becker High School | Becker, MN | Sep 2012 - Jun 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2020 |
- MN
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Total Assets Under Management6,930MILLIONS
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Total Number of Accounts28,010ACCOUNTS
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Average Account Value$247,396
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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