Margaret Kremers (CRD# 5497522) is an Investment Advisor Representative working at Eggert Financial Management, Inc. in Centennial, CO and has over 7 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eggert Financial Management, Inc. | Centennial, CO | Mar 2016 - Current | 8 |
| Eggert Financial Management, Inc. | Centennial, CO | Jan 2014 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2016 |
- CO
-
Total Assets Under Management80MILLIONS
-
Total Number of Accounts405ACCOUNTS
-
Average Account Value$197,433
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, TX
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