Ann Slechta (CRD# 5374100) is an Investment Advisor Representative working at Lpl Financial LLC in Carroll, IA and has over 16 years of experience in the finance industry.
CRD# 2666626
Edward Jones
CRD# 4198301
Lpl Financial LLC
CRD# 1682064
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gladstone Wealth Partners | Carroll, IA | Feb 2024 - Current | < 1 |
| Lpl Financial | Carroll, IA | Aug 2019 - Current | 4 |
| Slate Wealth Management, LLC | Carroll, IA | Dec 2018 - Current | 5 |
| Principal Securities Inc. | Carroll, IA | Mar 2016 - Aug 2019 | 3 |
| Heartland Financial Resource Group | Carroll, IA | Sep 2012 - Aug 2019 | 6 |
| Principal Life Ins Co | Carroll, IA | Aug 2011 - Aug 2019 | 8 |
| Princor Financial Services Corp | Carroll, IA | Aug 2011 - Mar 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2007 |
- IA
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- 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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