Jill Floden (CRD# 4361451) is an Investment Advisor Representative working at Eide Bailly Advisors, LLC in Fargo, ND and has over 22 years of experience in the finance industry.
CRD# 2591356
Commonwealth Financial Network
CRD# 2563463
Ubs Financial Services Inc.
CRD# 2122017
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eide Bailly Advisors, LLC | Fargo, ND | Mar 2015 - Current | 9 |
| Eide Bailly Financial Services | Fargo, ND | Mar 2015 - Current | 9 |
| Eide Bailly Agency | Fargo, ND | Jan 2015 - Current | 9 |
| Eide Bailly Securities, LLC | Fargo, ND | Jan 2015 - Current | 9 |
| United Planners' Financial Services | Scottsdale, AZ | Sep 2015 - Jul 2023 | 7 |
| Fergus Falls Public Library Foundation | Fargo, ND | May 2013 - Dec 2019 | 6 |
| Securities America Inc. | Fargo, ND | Jan 2015 - Sep 2015 | < 1 |
| Dorn & Company, Inc. | Fergus Falls, MN | May 2008 - Jan 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2001 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2015 |
- AZ
- CA
- CO
- FL
- ID
- IL
- IN
- IA
- LA
- MN
- MT
- NE
- NV
- NH
- NY
- ND
- OH
- OK
- OR
- SD
- TX
- UT
- VA
- WA
- WI
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Total Assets Under Management1,325MILLIONS
-
Total Number of Accounts2,537ACCOUNTS
-
Average Account Value$522,427
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
AZ, CA, CO, FL, IA, ID, IL, IN, LA, MN, MT, ND, NE, NH, NV, NY, OH, OK, OR, SD, TX, UT, VA, WA, WI
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