Joni Reiling (CRD# 4831086) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Dodge, IA and has over 17 years of experience in the finance industry.
CRD# 3271729
Cambridge Investment Research Advisors, Inc.
CRD# 4198301
Lpl Financial LLC
CRD# 2240774
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Fort Dodge, IA | Sep 2020 - Current | 3 |
| Greenstate Credit Union | Fort Dodge, IA | Sep 2020 - Current | 3 |
| Midwest Financial Solutions, LLC | Webster City, IA | Mar 2017 - Sep 2020 | 3 |
| Ameritas Investment Corp | Lincoln, NE | Sep 2010 - Sep 2020 | 10 |
| Reiling Services Inc. | Webster City, IA | May 2013 - May 2017 | 4 |
| Sii | Algona, IA | Feb 2017 - Mar 2017 | < 1 |
| Central Financial Group | Fort Dodge, IA | Sep 2008 - Mar 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2006 |
- IA
- TX
-
Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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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