James Runk, financial advisor Minneapolis MN
90 score

James Runk

CRD Number: 5303286
Current Firm: Columbia Management Investment Advisers, LLC

James Runk (CRD# 5303286) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Minneapolis, MN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Columbia Management Investment Distributors Inc. Minneapolis, MN Jan 2016 - Current < 1
Ameriprise Financial Services Inc. Minneapolis, MN Mar 2015 - Jan 2016 < 1
Thrivent Investment Management Inc. Minneapolis, MN Mar 2013 - Mar 2015 2
Thrivent Financial For Lutherans Appleton, WI Feb 2013 - Mar 2015 2
Woodbury Financial Services, Inc. Woodbury, MN May 2008 - Feb 2013 4
Hartford Investment Financial Services, LLC Simsbury, CT Jun 2007 - May 2008 < 1
The Hartford Woodbury, MN Mar 2007 - May 2008 1
Unemployed Scandia, MN Feb 2007 - Mar 2007 < 1
Mpp Corporation Osceola, WI Jan 2007 - Feb 2007 < 1
Unemployed Scandia, MN Dec 2006 - Jan 2007 < 1
University Of Wisconsin-stout Menomonie, WI Aug 2001 - Dec 2006 5
Coldstone Creamery/four Dips LLC Eau Claire, WI May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for James E. Runk
Phone Number: 800-225-2365
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    338,819
    MILLIONS
  • Total Number of Accounts
    8,954
    ACCOUNTS
  • Average Account Value
    $37,839,978
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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