Ann KonradCRD Number: 3132711
Current Firm: Principal Securities, Inc.
Ann Konrad (CRD# 3132711) is an Investment Advisor Representative working at Principal Securities, Inc. in Lake Oswego, OR and has over 19 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Smb Financial Services, Inc.
Cable Hill Partners, LLC
|Princor Financial Services Corporation||Portland, OR||Sep 1998 - Current||19|
|Principal Life Ins. Company||Portland, OR||May 1993 - Current||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1999|
|S66||NASAA Uniform Combined State Law Examination||Nov 2005|
Total Assets Under Management1,916MILLIONS
Total Number of Accounts17,630ACCOUNTS
Average Account Value$108,691
- 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
- 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, WY