Hussien Aspaas-Montoya (CRD# 7362674) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Farmington, NM and has 1 year of experience in the finance industry.
CRD# 4516096
State Farm Investment Management Corp.
CRD# 4376956
Edward Jones
CRD# 4765628
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Farmington, NM | Sep 2023 - Current | < 1 |
| Ironbridge Wc | Farmington, NM | Apr 2021 - Current | 3 |
| Sagepoint Financial, Inc. | Farmington, NM | Jul 2022 - Sep 2023 | 1 |
| Bentley University | Waltham, MA | Sep 2019 - Jul 2021 | 1 |
| Bentley University | Waltham, NM | Sep 2018 - Aug 2019 | < 1 |
| Casa Blanca | Shiprock, NM | May 2017 - Aug 2018 | 1 |
| Na | Shiprock, NM | Jan 2017 - Apr 2017 | < 1 |
| Haskell Indian Nations University | Lawrence, KS | Oct 2016 - Dec 2016 | < 1 |
| Na | Shiprock, NM | Jun 2016 - Sep 2016 | < 1 |
| Haskell Indian Nations University | Lawrence, KS | Nov 2014 - May 2016 | 1 |
| Haskell Indian Nations University | Lawrence, KS | Oct 2013 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
- NM
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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
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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