Ian Wetzel (CRD# 6938321) is an Investment Advisor Representative working at Edward Jones in Menominee, MI and has over 5 years of experience in the finance industry.
CRD# 2274105
Rbc Capital Markets, LLC
CRD# 4671712
Cambridge Investment Research Advisors, Inc.
CRD# 6617482
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | St Louis, MO | Apr 2018 - Current | 6 |
Outagamie County | Appleton, WI | Oct 2017 - Apr 2018 | < 1 |
Sai Ram Indian Cuisine | Appleton, WI | Aug 2017 - Jan 2018 | < 1 |
Waupaca County | Wauapca, WI | Jun 2016 - Oct 2017 | 1 |
Clarion Hotel | Eau Claire, WI | May 2014 - Jun 2016 | 2 |
Larson Companies (clarion Hotel) | Eau Claire, WI | Apr 2014 - May 2016 | 2 |
University Of Wisconsin Eau Claire | Eau Claire, WI | Sep 2013 - May 2016 | 2 |
University Of Wisconsin Eau Claire | Eau Claire, WI | Sep 2012 - May 2016 | 3 |
City Of Bloomington | Bloomington, MN | May 2015 - Nov 2015 | < 1 |
Uw-eau Claire Student Office Of Sustainability | Eau Claire, WI | Oct 2012 - Nov 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
- MI
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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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