![Monica Murphy, financial advisor Bismarck ND](/img/ws/profile-blank-sq.png)
Monica Murphy (CRD# 5018194) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Bismarck, ND and has over 16 years of experience in the finance industry.
![Eric Aldinger, financial advisor Bismarck ND](/img/ws/profile-blank-sq.png)
CRD# 5993843
Newedge Advisors
![Mark Anderson, financial advisor Bismarck ND](/img/ws/profile-blank-sq.png)
CRD# 2114908
Edward Jones
![Perry Andrisen, financial advisor Bismarck ND](/img/ws/profile-blank-sq.png)
CRD# 5257646
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Avantax Investment Services, Inc. | Bismarck, ND | Sep 2020 - Current | 3 |
Honkamp Krueger Financial Services Inc. | Bismarck, ND | Aug 2016 - Current | 7 |
Proequities | Bismarck, ND | Nov 2016 - Sep 2020 | 3 |
Starion Financial | Mandan, ND | Jun 2015 - Aug 2016 | 1 |
Unemployed | Mandan, ND | Jan 2015 - May 2015 | < 1 |
Securities America, Inc. | Bismark, ND | Jan 2009 - Jan 2015 | 6 |
Eide Bailly Advisors, LLC | Bismark, ND | Jan 2009 - Jan 2015 | 6 |
Eide Bailley Agency, LLC | Bismarck, ND | Jan 2009 - Jan 2015 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2008 |
- ND
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Total Assets Under Management6,377MILLIONS
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Total Number of Accounts12,286ACCOUNTS
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Average Account Value$519,058
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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