Susan KrochalkCRD Number: 3061991
Current Firm: Edward Jones
Susan Krochalk (CRD# 3061991) is an Investment Advisor Representative working at Edward Jones in Grand Rapids, MI and has over 24 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Clearing Services, LLC
J.p. Morgan Securities LLC
|Edward Jones||St Louis, MO||Apr 2021 - Current||1|
|Ameriprise Financial Services, Inc.||Grand Rapids, MI||Sep 2005 - Apr 2021||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1998|
|S66||NASAA Uniform Combined State Law Examination||Jun 2017|
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- 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
- 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
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