Jaime Troumbly (CRD# 7125461) is an Investment Advisor Representative working at Avantax Advisory Services in Bovey, MN and has over 4 years of experience in the finance industry.
CRD# 1886620
Horace Mann Investors, Inc.
CRD# 2690823
Oneascent Financial Services LLC
CRD# 4744299
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Invesment Services, Inc. | Bovey, MN | Jun 2020 - Current | 3 |
| Avantax Advisory Services | Bovey, MN | Jul 2019 - Current | 4 |
| Coach For Greenway High School, Grand Rapids High School, & Gree | Coleraine, MN | Jun 2019 - Jun 2023 | 4 |
| Greenway High School & Grand Rapids High School | Coleraine, MN | Jun 2019 - Nov 2021 | 2 |
| Itasca Community College | Grand Rapids, MN | Sep 2017 - May 2021 | 3 |
| Greenway High School | Coleraine, MN | Sep 2015 - Jun 2019 | 3 |
| Unemployed | Coleraine, MN | Jun 2009 - Aug 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2020 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2020 |
- MN
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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