Joseph Docter (CRD# 4352467) is an Investment Advisor Representative working at Summit Creek Advisors in Minneapolis, MN and has 1 year of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Summit Creek Advisors | Minneapolis, MN | Jun 2005 - Current | 18 |
- MN
- TX
-
Total Assets Under Management763MILLIONS
-
Total Number of Accounts34ACCOUNTS
-
Average Account Value$22,442,415
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, MN, NC, TX
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