John Tenley (CRD# 4983645) is an Investment Advisor Representative working at Summit Advisor Group in Bloomington, MN and has over 18 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Summit Advisor Group LLC | Bloomington, MN | Jan 2023 - Current | 1 |
| Sns Financial Group, LLC | Coon Rapids, MN | Oct 2014 - Dec 2022 | 8 |
| Ameriprise Financial Services, Inc. | Edina, MN | Feb 2006 - Oct 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2006 |
- MN
- TX
-
Total Assets Under Management34MILLIONS
-
Total Number of Accounts141ACCOUNTS
-
Average Account Value$243,399
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MN, TX
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