CRD# 2375862
D.a. Davidson & Company
CRD# 4769925
Lpl Financial LLC
CRD# 1466824
Ameriprise Financial Services, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Lynden, WA | Mar 2024 - Current | < 1 |
| Money Concepts Capital Corp | Sioux Center, IA | Jan 2017 - Mar 2024 | 7 |
| Money Concepts | Sioux Center, IA | Feb 2016 - Jan 2017 | < 1 |
| Huberty Cpas & Trusted Advisors | Plymouth, WI | Jun 2016 - Aug 2016 | < 1 |
| Wensink Heating Services | Oostburg, WI | Jan 2008 - Jun 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2017 |
- TX
- WA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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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