Jill Klose (CRD# 3099465) is an Investment Advisor Representative working at Eide Bailly Advisors, LLC in Fargo, ND and has over 17 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 |
|---|---|---|---|
| Rockin' K Photography | Kindred, ND | Jan 2010 - Current | 14 |
| Eide Bailly Financial Services | Fargo, ND | Aug 2009 - Current | 14 |
| Eide Bailly Agency | Fargo, ND | Jul 2009 - Current | 14 |
| Eide Bailly Advisors, LLC | Fargo, ND | Jul 2009 - Current | 14 |
| United Planners' Financial Services | Scottsdale, AZ | Sep 2015 - Jul 2023 | 7 |
| Eide Bailly Securities LLC | Fargo, ND | Jul 2009 - Nov 2021 | 12 |
| Securities America Inc. | La Vista, NE | Aug 2009 - Sep 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2006 |
- AZ
- CO
- FL
- MN
- ND
- OK
- SD
- WI
-
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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