Janine AmundsonCRD Number: 6178219
Current Firm: U.s. Bancorp Investments, Inc.
Janine Amundson (CRD# 6178219) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Green Bay, WI and has over 8 years of experience in the finance industry.
Lpl Financial LLC
Advisors Management Group Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|U.s. Bancorp Investments, Inc.||Edina, MN||Oct 2016 - Current||5|
|Associated Investment Services, Inc.||Green Bay, WI||Nov 2014 - Oct 2016||1|
|Parallel 44 Winery||Kewaunee, WI||Jun 2016 - Aug 2016||< 1|
|Cherry Hills Lodge Golf Course||Sturgeon Bay, WI||May 2015 - Jun 2016||1|
|The Vanguard Group, Inc.||Scottsdale, AZ||Apr 2013 - Sep 2014||1|
|University Of Phoenix||Phoenix, AZ||Nov 2009 - Mar 2013||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2013|
|S65||NASAA Investment Advisors Law Examination||Feb 2017|
Total Assets Under Management12,843MILLIONS
Total Number of Accounts48,357ACCOUNTS
Average Account Value$265,594
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, VT, WA, WI, WV, WY
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