Jet HuempfnerCRD Number: 7076803
Current Firm: Lpl Financial LLC
Jet Huempfner (CRD# 7076803) is an Investment Advisor Representative working at Lpl Financial LLC in Green Bay, WI and has over 3 years of experience in the finance industry.
Mcglone Suttner Wealth Management, Inc.
Lpl Financial LLC
Advisors Management Group Inc.
|Lpl Financial, LLC||Green Bay, WI||Feb 2019 - Current||4|
|Capital Credit Union||Green Bay, WI||Feb 2019 - Oct 2021||2|
|Capital Credit Union||Green Bay, WI||Aug 2018 - Feb 2019||< 1|
|Capital Credit Union||Green Bay, WI||Feb 2018 - Aug 2018||< 1|
|Fox Communities Credit Union||Green Bay, WI||Jan 2017 - Feb 2018||1|
|Delaware North Sportservices||Green Bay, WI||Aug 2016 - Sep 2017||1|
|Horizon Community Credit Union||Green Bay, WI||Aug 2014 - Jan 2017||2|
|Townline Pub And Grill||Green Bay, WI||Oct 2015 - Jul 2016||< 1|
|Home Instead Senior Care||Green Bay, WI||Jul 2013 - Sep 2014||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2019|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management368,019MILLIONS
Total Number of Accounts1,688,501ACCOUNTS
Average Account Value$217,956
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.