Brittany Loeffelholz, financial advisor Dubuque IA
93 score

Brittany Loeffelholz

CRD 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 7 years of experience in the finance industry.

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Company Name Location Dates Years
Global Portfolio Strategies, Inc. Dubuque, IA Apr 2010 - Current 6
Prudential Investment Management Services LLC Dubuque, IA Nov 2008 - Current 8
The Prudential Insurance Company Of America Dubuque, IA Jun 2008 - Current 8
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
Contact Info for Brittany L. Loeffelholz
Phone Number: 860-534-7790
Registered State(s):
  • IA
  • TX
By the Numbers
  • Total Assets Under Management
    3,090
    MILLIONS
  • Total Number of Accounts
    385
    ACCOUNTS
  • Average Account Value
    $8,026,875
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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