Edward ManningCRD Number: 1648441
Current Firm: Advised Assets Group, LLC
Edward Manning (CRD# 1648441) is an Investment Advisor Representative working at Advised Assets Group, LLC in Greenwood Village, CO and has over 34 years of experience in the finance industry.
Thrivent Advisor Network, LLC
Schaefer Financial Management, Inc.
|Gwfs Equities, Inc.||Overland Park, KS||Sep 2014 - Current||7|
|J.p. Morgan Institutional Investments Inc.||Overland Park, KS||Dec 2003 - Current||18|
|Jpmorgan Retirement Plan Services||Overland Park, KS||Jun 2003 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1987|
|S66||NASAA Uniform Combined State Law Examination||Jul 2017|
Total Assets Under Management62,274MILLIONS
Total Number of Accounts61,221ACCOUNTS
Average Account Value$1,017,200
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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
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