Alex Mashak (CRD# 7427360) is an Investment Advisor Representative working at Equitable Advisors, LLC in La Crosse, WI and has 1 year of experience in the finance industry.
CRD# 5341508
Ameriprise Financial Services, LLC
CRD# 6378560
Robert W. Baird & Company Incorporated
CRD# 2922398
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equitable Advisors, LLC | New York, NY | Aug 2021 - Current | 2 |
| Edgar School District | Edgar, WI | Sep 2019 - Current | 4 |
| Merrill Area Public Schools | Merrill, WI | Aug 2019 - Jul 2021 | 1 |
| Edgar School District | Edgar, WI | Nov 2017 - Aug 2019 | 1 |
| Auburndale School District | Auburndale, WI | Jul 2014 - Nov 2017 | 3 |
| Wausau School District | Wausau, WI | Aug 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2021 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- FL
- IL
- TX
- WI
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Total Assets Under Management27,251MILLIONS
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Total Number of Accounts77,076ACCOUNTS
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Average Account Value$353,557
- 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)
- Educational seminars/workshops
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, WY
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