Monica Anderson (CRD# 6340573) is an Investment Advisor Representative working at Advisors Management Group Inc. in La Crosse, WI and has over 3 years of experience in the finance industry.
CRD# 1498354
Ameriprise Financial Services, Inc.
Score
96
CRD# 1760670
Interactive Financial Advisors
Score
96
CRD# 1464671
Thrivent Investment Management Inc.
Score
96
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advisors Management Group, Inc. | La Crosse, WI | Aug 2011 - Current | 6 |
| Remedy Intelligant Staffing | Onalaska, WI | Apr 2011 - Aug 2011 | < 1 |
| Top Hat, Inc. | La Crosse, WI | Jan 2007 - Mar 2011 | 4 |
| Body & Sol | Onalaska, WI | Apr 2003 - Dec 2006 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2014 |
- WI
-
Total Assets Under Management360MILLIONS
-
Total Number of Accounts3,498ACCOUNTS
-
Average Account Value$102,787
- A percentage of assets under your management
- 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
- Other
AZ, CA, CO, FL, GA, IA, IL, MI, MN, MT, NC, OH, TX, VA, WI
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