Anna Jaeger, financial advisor Delafield WI
90 score

Anna Jaeger

CRD Number: 6217614
Current Firm: Midland Financial Advisors, Inc.

Anna Jaeger (CRD# 6217614) is an Investment Advisor Representative working at Midland Financial Advisors, Inc. in Delafield, WI and has over 5 years of experience in the finance industry.

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Midland Financial Advisors, Inc.
Company Name Location Dates Years
Cedarpoint Investment Advisors, Inc. Delafield, WI May 2013 - Current 5
Uw - Whitewater Whitewater, WI Sep 2010 - May 2013 2
Uw - Whitewater Whitewater, WI Sep 2009 - May 2013 3
Cedarpoint Investment Advisors, Inc. Delafield, WI Jun 2012 - Aug 2012 < 1
Student Muliple Cities, WI Jun 2003 - Sep 2009 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2013
Contact Info for Anna M. Jaeger
Phone Number: 262-303-4503
Registered State(s):
  • AZ
  • MO
  • NE
  • WI
  • TX
  • CA
  • IL
  • NC
  • FL
  • MN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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