Jason Madsen (CRD# 6246461) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in West Des Moines, IA and has over 10 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
Cetera Advisor Networks LLC | El Segundo, CA | Aug 2016 - Current | 7 |
Cetera Advisors LLC | St Cloud, MN | Aug 2016 - Current | 7 |
Cetera Financial Specialists | Schaumburg, IL | Aug 2016 - Current | 7 |
Summit Brokerage Services, Inc. | Boca Raton, FL | Aug 2016 - Current | 7 |
First Allied Securities, Inc. | San Diego, CA | Sep 2017 - Sep 2022 | 5 |
Girard Securities Inc. | San Diego, CA | Aug 2016 - Nov 2017 | 1 |
Investors Capital Corp | Lynnfield, MA | Aug 2016 - Nov 2016 | < 1 |
Unemployed | Exira, IA | Feb 2016 - Jul 2016 | < 1 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | Oct 2014 - Feb 2016 | 1 |
Northwestern Mutual Investment Services, LLC | Carroll, IA | Nov 2013 - Feb 2016 | 2 |
Jeff Boes | Carroll, IA | Aug 2013 - Feb 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2014 |
- IA
-
Total Assets Under Management33,356MILLIONS
-
Total Number of Accounts176,986ACCOUNTS
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Average Account Value$188,469
- 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)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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