Jill KloseCRD 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.
Schwan Financial Advisors, LLC
Cetera Advisor Networks LLC
|United Planners' Financial Services||Scottsdale, AZ||Sep 2015 - Current||1|
|Rockin' K Photography||Kindred, ND||Jan 2010 - Current||7|
|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|
Total Assets Under Management362MILLIONS
Total Number of Accounts834ACCOUNTS
Average Account Value$434,497
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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, 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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