Jordan Seegert, financial advisor Dundee MI
93 score

Jordan Seegert

CRD Number: 5469662
Current Firm: Sii Investments, Inc.

Jordan Seegert (CRD# 5469662) is an Investment Advisor Representative working at Sii Investments, Inc. in Dundee, MI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Sii Investments, Inc. Monroe, MI Aug 2009 - Current 7
Unemployed Not Provided, Feb 2009 - Jul 2009 < 1
Portage School System Portage, IN Sep 2008 - Feb 2009 < 1
Unemployed Portage, IN Jan 2008 - Aug 2008 < 1
1st Source Corporation Investment Advisors, Inc. South Bend, IN Aug 2007 - Dec 2007 < 1
First National Bank/first Source Bank South Bend, IN Nov 2005 - Dec 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2009
S65 NASAA Investment Advisors Law Examination Jan 2008
Contact Info for Jordan M. Seegert
Phone Number: 800-426-5975
Firm Website: http://www.siionline.com
Registered State(s):
  • KY
  • MI
  • OH
By the Numbers
  • Total Assets Under Management
    4,226
    MILLIONS
  • Total Number of Accounts
    30,484
    ACCOUNTS
  • Average Account Value
    $138,626
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, 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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