CRD# 2769592
Aberle Investment Management LLC
CRD# 5295673
Edward Jones
CRD# 2293685
Antunes International Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Carbondale, CO | Jan 2023 - Current | 1 |
| Bank Of America, N.a. | Grand Rapids, MI | Jan 2017 - Jan 2023 | 6 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Rapids, MI | Jul 2016 - Jan 2023 | 6 |
| Wells Fargo Advisors LLC | Grand Rapids, MI | Jun 2011 - Jul 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2009 |
- CO
- TX
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
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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