Yvette Ferris (CRD# 5500778) is an Investment Advisor Representative working at Trustage Investment Management in Madison, WI and has over 16 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Monona, WI | May 2022 - Current | 1 |
Cuna Mutual Group | Madison, WI | Sep 2017 - Current | 6 |
Cuna Brokerage Services, Inc. | Waverly, IA | Sep 2017 - Current | 6 |
Unemployed | Madison, WI | Apr 2017 - Sep 2017 | < 1 |
Pnc Bank | Wrightsville, NC | Jan 2016 - Mar 2017 | 1 |
Pnc Investments LLC | Pittsburgh, PA | Jan 2016 - Mar 2017 | 1 |
Mwa Financial Services Inc. | Rock Island, IL | Aug 2015 - Jan 2016 | < 1 |
Modern Woodmen Of America | Cary, NC | Jul 2015 - Jan 2016 | < 1 |
Ameriprise Financial Services Inc. | Milwaukee, WI | Jul 2014 - Jun 2015 | < 1 |
Wells Fargo Advisors LLC | Moore, SC | May 2013 - Jul 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2008 |
S65 | NASAA Investment Advisors Law Examination | Oct 2013 |
- WI
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Total Assets Under Management35,461MILLIONS
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Total Number of Accounts350ACCOUNTS
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Average Account Value$101,317,031
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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