Joel TwedtCRD Number: 1995644
Current Firm: Securian Financial Services, Inc.
Joel Twedt (CRD# 1995644) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Lake Mills, IA and has over 28 years of experience in the finance industry.
1st Global Advisors Inc.
Northwestern Mutual Investment Services,llc
Ameriprise Financial Services, Inc.
|Securian Financial Services, Inc.||St. Paul, MN||Jul 1991 - Current||26|
|Minnesota Life Insurance Company||St. Paul, MN||Jun 1986 - Current||31|
|Securian Advisors Of Iowa Inc.||West Des Moines, IA||Jun 1986 - Current||31|
|Twedt Financial Services, Inc.||Lake Mills, IA||Jan 1980 - Current||38|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1989|
Total Assets Under Management7,655MILLIONS
Total Number of Accounts33,011ACCOUNTS
Average Account Value$231,901
- 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV