Amy Jansen, financial advisor Algona IA

Amy Jansen

CRD Number: 5678091
Current Firm: Royal Alliance Associates, Inc.

Amy Jansen (CRD# 5678091) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Algona, IA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Royal Alliance Associates, Inc. Algona, IA Nov 2018 - Current 2
Central Financial Group Algona, IA Jun 2009 - Current 11
Sii Algona, IA Jan 2017 - Nov 2018 1
Ameritas Investment Corp Lincoln, NE Nov 2009 - Jan 2017 7
Mary Kay Bancroft, IA Jul 2009 - Oct 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2010
S65 NASAA Investment Advisors Law Examination Jul 2017
Contact Info for Amy M. Jansen
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    16,701
    MILLIONS
  • Total Number of Accounts
    75,586
    ACCOUNTS
  • Average Account Value
    $220,949
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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