Melodee ThuesenCRD Number: 4442853
Current Firm: Principal Securities, Inc.
Melodee Thuesen (CRD# 4442853) is an Investment Advisor Representative working at Principal Securities, Inc. in Cedar Falls, IA and has over 16 years of experience in the finance industry.
Fsb Premier Wealth Management, Inc.
Heartland Financial Services, Ltd.
Cetera Advisors LLC
|Princor Financial Services||Waterloo, IA||Aug 2001 - Current||16|
|Principal Financial Group||Waterloo, IA||Jul 1997 - Current||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2001|
|S65||NASAA Investment Advisors Law Examination||May 2005|
Total Assets Under Management1,916MILLIONS
Total Number of Accounts17,630ACCOUNTS
Average Account Value$108,691
- 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
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY