Jamie Droessler (CRD# 5635716) is an Investment Advisor Representative working at Direct Financial Care in Black Earth, WI and has over 15 years of experience in the finance industry. Jamie Droessler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4902024
Wismed Financial, Inc.
CRD# 1414999
Baker Tilly Wealth Management, LLC
CRD# 5525772
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Guidedmoney, Llc Dba Direct Financial Care | Black Earth, WI | Sep 2020 - Current | 3 |
Sva Plumb Wealth Management, LLC | Madison, WI | Jul 2017 - Sep 2020 | 3 |
Sva Plumb Wealth Management, LLC | Madison, WI | Oct 2013 - Jul 2017 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2009 |
- WI
-
Total Assets Under Management150MILLIONS
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Total Number of Accounts276ACCOUNTS
-
Average Account Value$543,440
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
WI
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