Jennifer Torgrude (CRD# 6780864) is an Investment Advisor Representative working at Mml Investors Services, LLC in Kimberly, WI and has over 6 years of experience in the finance industry.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 1487537
Northwestern Mutual Investment Services,llc
Company Name | Location | Dates | Years |
---|---|---|---|
Massmutual Life Insurance Company | Kimberly, WI | Jan 2020 - Current | 4 |
Mml Investors Services, LLC | Kimberly, WI | Jan 2020 - Current | 4 |
Thrivent Investment Management Inc. | Appleton, WI | Jun 2017 - Jan 2020 | 2 |
Thrivent Financial | Appleton, WI | Apr 2017 - Jan 2020 | 2 |
The Bridges Of Appleton | Appleton, WI | Oct 2014 - Apr 2017 | 2 |
Waters Edge Rehabilitation And Nursing Center | Kenosha, WI | Sep 2014 - Oct 2014 | < 1 |
Woodside Lutheran Home | Green Bay, WI | Oct 2013 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2017 |
S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- WI
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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, 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, VT, WA, WI, WV, WY
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