Brittany LoeffelholzCRD Number: 5617784
Current Firm: Global Portfolio Strategies, Inc.
Brittany Loeffelholz (CRD# 5617784) is an Investment Advisor Representative working at Global Portfolio Strategies, Inc. in Dubuque, IA and has over 8 years of experience in the finance industry.
Voya Financial Advisors, Inc.
Steele Capital Management, Inc.
Investments By Design, Inc.
|Global Portfolio Strategies, Inc.||Dubuque, IA||Apr 2010 - Current||7|
|Prudential Investment Management Services LLC||Dubuque, IA||Nov 2008 - Current||8|
|The Prudential Insurance Company Of America||Dubuque, IA||Jun 2008 - Current||9|
|Victoria's Secret||Dubuque, IA||Sep 2008 - Nov 2008||< 1|
|Madison James Dba Star||Dubuque, IA||Jan 2008 - Aug 2008||< 1|
|Pinnacle Cellular And Satellite||Dubuque, IA||Nov 2007 - Jun 2008||< 1|
|One Eleven Main||Galena, IL||Nov 2007 - Jan 2008||< 1|
|Unemployeed||Galena, IL||Oct 2007 - Nov 2007||< 1|
|Inland Pacific Entertainment||Boulder, CO||Feb 2005 - Oct 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2009|
|S65||NASAA Investment Advisors Law Examination||Apr 2010|
Total Assets Under Management3,090MILLIONS
Total Number of Accounts385ACCOUNTS
Average Account Value$8,026,875
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV