Mckenzie Jorgenson (CRD# 7210392) is an Investment Advisor Representative working at Edward Jones in Algona, IA and has over 4 years of experience in the finance industry.
CRD# 3030371
Ameriprise Financial Services, LLC
CRD# 1663420
Ameriprise Financial Services, LLC
CRD# 2165673
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Jan 2020 - Current | 4 |
| Unemployed | Algona, IA | Dec 2019 - Jan 2020 | < 1 |
| Pharmacists Mutual Insurance Company | Algona, IA | Jul 2018 - Dec 2019 | 1 |
| Simply Sweet | Algona, IA | Mar 2018 - Jan 2019 | < 1 |
| Hyvee | Algona, IA | Oct 2017 - Dec 2018 | 1 |
| Chrome Restaurant & Catering | Algona, IA | Jan 2018 - Jul 2018 | < 1 |
| Great Western Bank | Fort Dodge, IA | Nov 2016 - Oct 2017 | < 1 |
| Full-time Education | Fort Dodge, IA | Sep 2016 - Nov 2016 | < 1 |
| Buckle | Fort Dodge, IA | Jul 2016 - Aug 2016 | < 1 |
| Emeralds Fine Food & Libations | Algona, IA | Aug 2014 - Aug 2016 | 2 |
| Sum Hing | Algona, IA | Mar 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2020 |
- IA
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.