CRD# 5000358
United Planners' Financial Services Of America A Limited Partner
CRD# 3152139
Thrivent Investment Management Inc.
CRD# 5654506
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Securities America, Inc. | Manchester, IA | Jun 2020 - Current | 3 |
Securities America Advisors | Manchester, IA | Jun 2020 - Current | 3 |
Voya Financial Advisors | Manchester, IA | Sep 2014 - Jun 2020 | 5 |
Ing Financial Partners, Inc. | Manchester, IA | May 2012 - Sep 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2005 |
S65 | NASAA Investment Advisors Law Examination | Jan 2006 |
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Total Assets Under Management38,164MILLIONS
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Total Number of Accounts200,228ACCOUNTS
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Average Account Value$190,602
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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