Susan KundyCRD Number: 5944295
Current Firm: Edward Jones
Susan Kundy (CRD# 5944295) is an Investment Advisor Representative working at Edward Jones in Galesville, WI and has over 5 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Interactive Financial Advisors
Thrivent Investment Management Inc.
|Edward Jones||St Louis, MO||Jul 2011 - Current||6|
|Beauticontrol||Carrollton, TX||Jul 1996 - Jul 2011||15|
|Altra Federal Credit Union||La Crosse, WI||Jul 1994 - Jul 2011||17|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2011|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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