Jeffrey Wallgren (CRD# 5998714) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Fargo, ND and has over 12 years of experience in the finance industry.
CRD# 2446719
Cetera Investment Advisers LLC
CRD# 2739534
Thrivent Investment Management Inc.
CRD# 3278408
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| International Assets Advisory | Fargo, ND | Sep 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2012 |
- ND
-
Total Assets Under Management1,685MILLIONS
-
Total Number of Accounts7,168ACCOUNTS
-
Average Account Value$235,095
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
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- Portfolio management for businesses (other than small businesses) or institutional clients
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- Selection of other advisers (including private fund managers)
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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