Alexis Zenahlik (CRD# 7525466) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Grass Valley, CA and has 1 year of experience in the finance industry.
CRD# 2579690
Ameriprise Financial Services, LLC
CRD# 5142926
State Farm Investment Management Corp.
CRD# 1852661
Mariner Independent
Company Name | Location | Dates | Years |
---|---|---|---|
Robert W. Baird | Grass Valley, CA | Mar 2022 - Current | 2 |
Unemployed | Smartsville, CA | Jan 2022 - Mar 2022 | < 1 |
Nevada County Association Of Realtors | Grass Valley, CA | Aug 2021 - Jan 2022 | < 1 |
Jpmorgan Chase | Grass Valley, CA | Sep 2020 - Aug 2021 | < 1 |
Unemployed | Smartsville, CA | May 2020 - Sep 2020 | < 1 |
Tractor Supply Company | Grass Valley, CA | Feb 2019 - May 2020 | 1 |
Westamerica Bank | Penn Valley, CA | Dec 2017 - Jan 2019 | 1 |
Penn Valley True Value | Penn Valley, CA | Aug 2015 - Dec 2017 | 2 |
Student | Grass Valley, CA | Aug 2013 - Jun 2017 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- CA
-
Total Assets Under Management287,515MILLIONS
-
Total Number of Accounts331,500ACCOUNTS
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Average Account Value$867,315
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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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