Edward Degeneffe (CRD# 5644451) is an Investment Advisor Representative working at Esi Financial Advisors in Peshtigo, WI and has over 13 years of experience in the finance industry.
CRD# 2274105
Rbc Capital Markets, LLC
CRD# 4671712
Cambridge Investment Research Advisors, Inc.
CRD# 6617482
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Equity Services Inc. | Green Bay, WI | Aug 2017 - Current | 6 |
National Life Group | Green Bay, WI | Aug 2017 - Current | 6 |
Mml Investors Services, LLC | De Pere, WI | Mar 2017 - Aug 2017 | < 1 |
Massachusetts Mutual Life Insurance Company | Springfield, MA | Jul 2016 - Aug 2017 | 1 |
Metlife Securities | De Pere, WI | Aug 2014 - Aug 2017 | 3 |
Northwestern Mutual Investment Services, LLC | Green Bay, WI | Sep 2010 - Jul 2014 | 3 |
Northwestern Mutual Life Insurance Company | Milwaukee, WI | Feb 2009 - Jul 2014 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2014 |
S63 | Uniform Securities State Law Examination | Dec 2010 |
- WI
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Total Assets Under Management2,125MILLIONS
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Total Number of Accounts11,558ACCOUNTS
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Average Account Value$183,834
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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