Jack Wimer, financial advisor Grove OK
93 score

Jack Wimer

CRD Number: 5341020
Current Firm: Wells Fargo Advisors, LLC

Jack Wimer (CRD# 5341020) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Grove, OK and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Grove, OK May 2009 - Current 8
Wimer Leadership (a Consultancy) Overland Park, KS Mar 1988 - Current 29
Wachovia Securities, LLC Grove, OK Jan 2008 - May 2009 1
A.g. Edwards Grove, OK May 2007 - Jan 2008 < 1
A.g. Edwards Grove, OK May 2007 - Jan 2008 < 1
Compuware Corp Overland Park, KS Sep 2001 - Apr 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Jack R. Wimer
Phone Number: 314-875-3000
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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