Whitney PoettgenCRD Number: 7484636
Current Firm: Edward Jones
Whitney Poettgen (CRD# 7484636) is an Investment Advisor Representative working at Edward Jones in Lees Summit, MO and has 1 year of experience in the finance industry.
Financial Partners Group, Inc.
Mariner Wealth Advisors
|Edward Jones||St Louis, MO||Jan 2022 - Current||1|
|Salesforce||San Francisco, CA||Apr 2020 - Jan 2022||1|
|Cerner Corp||Kansas City, MO||Sep 2010 - Apr 2020||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2022|
Total Assets Under Management593,127MILLIONS
Total Number of Accounts4,558,331ACCOUNTS
Average Account Value$130,119
- A percentage of assets under your management
- 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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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