Paul Wenner (CRD# 7621252) is an Investment Advisor Representative working at Edward Jones in Cold Spring, MN and has 1 year of experience in the finance industry.
CRD# 4207020
Dakota Wealth, LLC
CRD# 1798616
Primerica Advisors
CRD# 1185989
Valmark Advisers, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | St Louis, MO | Sep 2022 - Current | 1 |
Carlson School Of Management | Minneapolis, MN | Jul 2021 - Jun 2022 | < 1 |
Deneen Pottery | Saint Paul, MN | May 2021 - Jul 2021 | < 1 |
Alta's Rustler Lodge | Alta, UT | Nov 2019 - Apr 2021 | 1 |
Glacier Raft Company | West Glacier, MT | May 2019 - Oct 2019 | < 1 |
Saint John's Registrars Office | Collegeville, MN | Oct 2015 - May 2019 | 3 |
Saint John's University | Collegeville, MN | May 2018 - Sep 2018 | < 1 |
Minnesota Elk's Youth Camp | Nisswa, MN | May 2015 - Aug 2017 | 2 |
Keiss Bro's Shell | Cold Spring, MN | Sep 2014 - May 2015 | < 1 |
Richspring Golf Course | Cold Spring, MN | May 2013 - Sep 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
- MN
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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
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