Rachel Wendt (CRD# 7555325) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Effingham, IL and has 1 year of experience in the finance industry.
CRD# 2690140
Lpl Financial LLC
CRD# 4315714
Edward Jones
CRD# 3013260
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Effingham, IL | Jan 2024 - Current | < 1 |
| Compass Advisory Group | Effingham, IL | May 2022 - Current | 2 |
| Woodbury Financial Services Inc. | Effingham, IL | Sep 2023 - Jan 2024 | < 1 |
| Rural King | Mattoon, IL | Dec 2018 - May 2022 | 3 |
| Jansen's Tumbling And Dance | Effingham, IL | Sep 2019 - Mar 2020 | < 1 |
| Victory Academy | Bloomington, IL | Oct 2018 - Dec 2018 | < 1 |
| Illinois State University | Normal, IL | Aug 2017 - Dec 2018 | 1 |
| Furman Roth Advertising | New York, NY | Jun 2018 - Aug 2018 | < 1 |
| Glik's | Effingham, IL | Jun 2017 - Mar 2018 | < 1 |
| University Of Mississippi | Oxford, MS | Aug 2015 - May 2017 | 1 |
| Imagine This! Marketing Group | Effingham, IL | Dec 2016 - Jan 2017 | < 1 |
| Imagine This! Marketing Group | Effingham, IL | May 2016 - Aug 2016 | < 1 |
| Effingham Country Club | Effingham, IL | Mar 2015 - Jul 2016 | 1 |
| Newton Community High School | Newton, IL | Aug 2011 - May 2015 | 3 |
| Republican Campaign For Governor Bruce Rauner | Effingham, IL | Sep 2014 - Nov 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2024 |
- IL
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- 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, VI, VT, WA, WI, WV, WY
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