Joanna Mummert (CRD# 4365656) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Burien, WA and has over 21 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameritas Advisory Services, LLC | Lincoln, NE | May 2023 - Current | 1 |
| Relm Appraisal Group, LLC | Lynnwood, WA | Sep 2022 - Current | 1 |
| Ameritas Investment Corp | Lincoln, NE | Aug 2019 - Current | 4 |
| Ventures Non Profit | Seattle, WA | Jul 2016 - Current | 7 |
| Asea, LLC | Newcastle, WA | Jun 2014 - Current | 9 |
| Alpha Omega Wealth | Newcastle, WA | Mar 2014 - Current | 10 |
| Ameritas Life Insurance Corp | Lincoln, NE | Feb 2014 - Current | 10 |
| The Ascent Group, LLC | Virginia Beach, VA | Sep 2021 - Feb 2023 | 1 |
| United States Census Bureau | Burbank, CA | Jun 2020 - Oct 2020 | < 1 |
| Ameritas Investment Corp | Lincoln, NE | Feb 2014 - Dec 2017 | 3 |
| Amway Corporation | Newcastle, WA | Oct 2013 - Dec 2016 | 3 |
| Younique, LLC | Newcastle, WA | Apr 2014 - Sep 2016 | 2 |
| Cornerstone Financial Group | Renton, WA | Jan 2014 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2002 |
- WA
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Total Assets Under Management10,289MILLIONS
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Total Number of Accounts39,033ACCOUNTS
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Average Account Value$263,605
- A percentage of assets under your management
- Hourly charges
- 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
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