Jonathan Altmeyer, financial advisor Coeur D'alene ID

Jonathan Altmeyer

CRD Number: 6050669
Current Firm: Ae Wealth Management, LLC

Jonathan Altmeyer (CRD# 6050669) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Coeur D'alene, ID and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Ae Wealth Management, LLC Topeka, KS Oct 2018 - Current 3
Altmeyer Financial Investments, LLC Spokane, WA May 2017 - Current 5
Altmeyer Financial Group Spokane, WA Nov 2016 - Current 5
Royal Fund Management, Llc Dba Altmeyer Financial Investments The Villages, FL May 2017 - Oct 2018 1
Jonathan Altmeyer Insurance Agency Spokane, WA Nov 2016 - Oct 2017 < 1
Ameritas Investment Corp Lincoln, NE Nov 2016 - May 2017 < 1
David Christy Insurance Agency Spokane, WA Oct 2014 - Oct 2016 2
Inland Northwest Bank Spokane, WA Jun 2014 - Oct 2014 < 1
Edward Jones Spokane, WA Jan 2014 - Jun 2014 < 1
Northwestern Mutual Spokane, WA May 2012 - Dec 2013 1
Starbucks Spokane, WA Oct 2012 - Jun 2013 < 1
Eastern Washington University Cheney, WA Sep 2011 - Jun 2013 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2017
S63 Uniform Securities State Law Examination Apr 2016
Contact Info for Jonathan D. Altmeyer
Phone Number: 866-363-9595
Registered State(s):
  • ID
  • WA
By the Numbers
  • Total Assets Under Management
    19,640
    MILLIONS
  • Total Number of Accounts
    142,130
    ACCOUNTS
  • Average Account Value
    $138,184
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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