John Quinn (CRD# 7377296) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Burr Ridge, IL and has 1 year of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Dubuque, IA | May 2021 - Current | 3 |
| Van's Liqour Store | East Dubuque, IL | Sep 2021 - Dec 2021 | < 1 |
| Boys And Girls Club Of Greater Dubuque | Dubuque, IA | Sep 2019 - Dec 2021 | 2 |
| Loras College | Dubuque, IA | Aug 2017 - Dec 2021 | 4 |
| Loras College Campus Dining | Dubuque, IA | Aug 2017 - Sep 2021 | 4 |
| Lakeshore Beverage | Chicago, IL | May 2018 - Feb 2021 | 2 |
| Jack Gibbons Gardens | Oak Forest, IL | May 2016 - Jan 2019 | 2 |
| Amber Mechanical Contractors | Alsip, IL | Jun 2017 - Aug 2017 | < 1 |
| St. Rita High School | Chicago, IL | Aug 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- IL
- IA
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
Average Account Value$209,983
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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