Jonathan AltmeyerCRD 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.
D.a. Davidson & Company
Interfund Management Services, Inc.
Cuso Financial Services, LP
|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|
Total Assets Under Management19,640MILLIONS
Total Number of Accounts142,130ACCOUNTS
Average Account Value$138,184
- 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)
- Publication of periodicals or newsletters
- 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, VI, VT, WA, WI, WV, WY
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