Jon SolitroCRD Number: 6258138
Current Firm: Principal Securities, Inc.
Jon Solitro (CRD# 6258138) is an Investment Advisor Representative working at Principal Securities, Inc. in Lansing, MI and has over 3 years of experience in the finance industry.
Ryzome Investment Advisors
Ameriprise Financial Services, Inc.
|Washington Avenue Advisors||Lansing, MI||Mar 2016 - Current||1|
|Holt-dimondale Agency||Lansing, MI||Jul 2015 - Current||2|
|The Centennial Group||Lansing, MI||Jun 2014 - Current||3|
|Principal Life Ins Co||Lansing, MI||Oct 2013 - Current||3|
|Princor Financial Services Corp||Lansing, MI||Oct 2013 - Current||3|
|Complete Counseling||Okemos, MI||Feb 2012 - Oct 2013||1|
|Journey Life Church||Holt, MI||Nov 2010 - Feb 2012||1|
|Spring Arbor Univ||Spring Arbor, MI||Aug 2007 - Jun 2011||3|
|Dtn Management||Lansing, MI||Jul 2008 - Jan 2010||1|
|Jody Keck||Lansing, MI||Feb 2008 - Apr 2008||< 1|
|Otsego Church Of God||Otsego, MI||Aug 2005 - Jun 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2013|
Total Assets Under Management1,622MILLIONS
Total Number of Accounts15,486ACCOUNTS
Average Account Value$104,766
- 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.