Emily Calvert (CRD# 7213401) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Johnston, IA and has over 3 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Johnston, IA | Jan 2020 - Current | 4 |
| Iowa State University | Ames, IA | Aug 2015 - May 2020 | 4 |
| Des Moines Christian Early Education | Urbandale, IA | Aug 2019 - Feb 2020 | < 1 |
| Iowa State University Accounts Receivable | Ames, IA | Jan 2016 - Dec 2019 | 3 |
| Waukee Parks And Recreation | Waukee, IA | May 2013 - Aug 2019 | 6 |
| Iowa State University College Of Human Science | Ames, IA | Apr 2016 - Dec 2017 | 1 |
| Iowa State University Extension And Outreach | Adel, IA | Oct 2014 - Aug 2017 | 2 |
| Hubbell Realty | West Des Moines, IA | Oct 2014 - May 2015 | < 1 |
| Waukee High School | Waukee, IA | Aug 2012 - May 2015 | 2 |
| Cherry Berry | Waukee, IA | Jan 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2020 |
- IA
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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