Jill Klose, financial advisor Fargo ND
93 score

Jill Klose

CRD Number: 3099465
Current Firm: Eide Bailly Advisors, LLC

Jill Klose (CRD# 3099465) is an Investment Advisor Representative working at Eide Bailly Advisors, LLC in Fargo, ND and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
United Planners' Financial Services Scottsdale, AZ Sep 2015 - Current 1
Rockin' K Photography Kindred, ND Jan 2010 - Current 6
Eide Bailly Advisors, LLC Fargo, ND Aug 2009 - Current 7
Eide Bailly Financial Services / Eide Bailly Securities Fargo, ND Aug 2009 - Current 7
Eide Bailly Agency/e4 Brokerage Fargo, ND Jul 2009 - Current 7
Securities America Inc. La Vista, NE Aug 2009 - Sep 2015 6
Merrill Lynch Fargo, ND Oct 2001 - Jul 2009 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2006
Contact Info for Jill J. Klose
Phone Number: 701-476-8759
Registered State(s):
  • ND
By the Numbers
  • Total Assets Under Management
    362
    MILLIONS
  • Total Number of Accounts
    834
    ACCOUNTS
  • Average Account Value
    $434,497
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

AZ, CA, CO, DC, FL, HI, IA, ID, IL, IN, LA, MN, MT, ND, NE, NV, OH, OK, SD, TX, UT, VA, VT, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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