Jared Kuzma (CRD# 7756575) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has 1 year of experience in the finance industry.
CRD# 2754150
Charles Schwab & Company, Inc.
CRD# 5076833
Charles Schwab & Company, Inc.
CRD# 5959695
Fisher Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa | Lewisville, TX | Jun 2023 - Current | < 1 |
| Tiaa-cref Individual & Institutional Services, LLC | Lewisville, TX | Jun 2023 - Current | < 1 |
| Unemployed | Lindenhurst, IL | Jan 2023 - Jun 2023 | < 1 |
| University Of Missouri | Columbia, MO | Aug 2018 - Dec 2022 | 4 |
| Tiaa | Charlotte, NC | Jun 2022 - Aug 2022 | < 1 |
| Domino's | Lindenhurst, IL | Jul 2020 - Aug 2021 | 1 |
| Spirit Of '76 Fireworks | Columbia, MO | Apr 2021 - Jun 2021 | < 1 |
| Jimmy Johns | Columbia, MO | Jun 2019 - Aug 2019 | < 1 |
| Echo Day Camp | Lindenhurst, IL | Jun 2018 - Aug 2018 | < 1 |
| Lakes Community High School | Lindenhurst, IL | Jun 2014 - Aug 2018 | 4 |
| Mcdonald's | Gurnee, IL | Jun 2016 - Aug 2016 | < 1 |
| Millburn Middle School | Lindenhurst, IL | Jun 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- TX
-
Total Assets Under Management32,677MILLIONS
-
Total Number of Accounts73,602ACCOUNTS
-
Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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
About Wealthminder
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 derived from SEC.gov data covering 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.
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.