Megan Espeseth (CRD# 7795513) is an Investment Advisor Representative working at Edward Jones in Grand Forks, ND and has 1 year of experience in the finance industry.
CRD# 1968929
Edward Jones
CRD# 2087140
Ameriprise Financial Services, LLC
CRD# 6433662
Osaic Institutions, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | Grand Forks, ND | Sep 2023 - Current | < 1 |
Lindfors Insurance Agency | Fosston, MN | Jan 2022 - Sep 2023 | 1 |
Erskine Iron | Erskine, MN | Jun 2018 - Dec 2021 | 3 |
Bemidji State University - College Student | Bemidji, MN | Aug 2018 - May 2020 | 1 |
Foundation Hall | Alexandria, MN | Aug 2017 - Aug 2018 | 1 |
Alexandria Technical And Community College | Alexandria, MN | Aug 2017 - May 2018 | < 1 |
Alexandria Technical And Community College | Alexandria, MN | Aug 2016 - May 2017 | < 1 |
Unemployed | Erskine, MN | Jun 2016 - Aug 2016 | < 1 |
Win-e-mac Highschool Student | Erskine, MN | Sep 2013 - May 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- ND
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.