Dee Ann Kinney (CRD# 2698681) is an Investment Advisor Representative working at Advice And Planning Services in Brule, NE and has over 27 years of experience in the finance industry.
CRD# 2300357
Raymond James Financial Services Advisors, Inc.
CRD# 4089486
Lpl Financial LLC
CRD# 6137159
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa-cref Individual & Institutional Services, LLC | Brule, NE | Aug 2011 - Current | 12 |
| Tiaa | Brule, NE | Jun 2000 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2005 |
- NE
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Total Assets Under Management32,677MILLIONS
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Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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