Lemuel Amen (CRD# 7267634) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Edina, MN and has over 3 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Edina, MN | Aug 2021 - Current | 2 |
| Jpmorgan Chase Bank Na | Northbrook, IL | Jun 2020 - Jun 2021 | 1 |
| Jpmorgan Securities LLC | Northbrook, IL | Jun 2020 - Jun 2021 | 1 |
| Carlson School Of Management University Of Minnesota | Minneapolis, MN | Oct 2017 - May 2020 | 2 |
| Carlson School Of Management University Of Minnesota | Minneapolis, MN | Sep 2017 - May 2020 | 2 |
| Jpmorgan Chase Bank Na | Northbrook, IL | May 2019 - Aug 2019 | < 1 |
| Us Bank | Minneapolis, MN | May 2018 - Aug 2018 | < 1 |
| Viking Engineering & Development Inc. | Minneapolis, MN | Jun 2017 - Aug 2017 | < 1 |
| Unemployed | Woodbury, MN | Jun 2010 - May 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2020 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2021 |
- MN
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- 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, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.