Rebekah Triethart (CRD# 6835797) is an Investment Advisor Representative working at Newedge Advisors in Chaska, MN and has over 3 years of experience in the finance industry.
CRD# 1246048
Thrivent Advisor Network, LLC
CRD# 6253732
Isc Financial Advisors
CRD# 5609846
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Chaska, MN | Feb 2021 - Current | 3 |
| Newedge Advisors, Llc (gwm Advisors, Llc) | Chaska, MN | Feb 2021 - Current | 3 |
| Ameriprise Financial Services, Inc. | Golden Valley, MN | Jul 2017 - Feb 2021 | 3 |
| Msu Mankato | Mankato, MN | Aug 2013 - Dec 2017 | 4 |
| Tempo Investment Advisors | Victoria, MN | May 2017 - Aug 2017 | < 1 |
| Eide Bailly LLP | Mankato, MN | Nov 2016 - Apr 2017 | < 1 |
| City Of Waconia | Waconia, MN | May 2016 - Aug 2016 | < 1 |
| Eide Bailly LLP | Mankato, MN | Dec 2015 - Apr 2016 | < 1 |
| City Of Waconia | Waconia, MN | May 2015 - Aug 2015 | < 1 |
| Eide Bailly LLP | Mankato, MN | Jan 2015 - Apr 2015 | < 1 |
| Best Western Hotel And Restaurant | North Mankato, MN | Sep 2014 - Jan 2015 | < 1 |
| Cornerstone Insurance Agency | Chaska, MN | Dec 2011 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2021 |
- MN
-
Total Assets Under Management18,432MILLIONS
-
Total Number of Accounts62,249ACCOUNTS
-
Average Account Value$296,108
- 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)
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.