Mitchell Groeschl (CRD# 6689653) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in De Pere, WI and has over 7 years of experience in the finance industry.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 4997609
Advisors Management Group Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | De Pere, WI | Mar 2020 - Current | 4 |
| Ameriprise Financial Services Inc. | De Pere, WI | Jul 2017 - Mar 2020 | 2 |
| Morgan Stanley Private Bank, N.a. | New York, NY | Apr 2017 - Jul 2017 | < 1 |
| Morgan Stanley | Green Bay, WI | Aug 2016 - Jul 2017 | < 1 |
| University Of Wisconsin-stevens Point | Stevens Point, WI | Sep 2012 - May 2016 | 3 |
| D&s Machine Services Inc. | Luxemburg, WI | May 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2017 |
- WI
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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