Steven Jorgenson (CRD# 4600647) is an Investment Advisor Representative working at Fifth Point Advisors LLC in Ettrick, WI and has over 8 years of experience in the finance industry.
CRD# 6378560
Robert W. Baird & Company Incorporated
CRD# 2922398
Edward Jones
CRD# 5573350
Packerland Brokerage Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Starbridge Venture Capital LLC | Washington, DC | Jan 2017 - Current | 7 |
| Woodridge Capital LP | Ettrick, WI | May 2016 - Current | 7 |
| Fifth Point Advisors LLC | Ettrick, WI | Jan 2014 - Current | 10 |
| Viridian Financial Management | Boca Raton, FL | Mar 2006 - Jan 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2016 |
- WI
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts6ACCOUNTS
-
Average Account Value$169,326
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
WI
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