Teddi Jacques (CRD# 6679281) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Minneapolis, MN and has over 6 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Advisor Networks LLC | Minneapolis, MN | Aug 2023 - Current | < 1 |
Cetera Investment Advisers LLC | Schaumburg, IL | Aug 2023 - Current | < 1 |
North Star Resource Group | Minneapolis, MN | Jul 2017 - Current | 6 |
Securian Financial Services, Inc. | St. Paul, MN | Jul 2017 - Aug 2023 | 6 |
Cri Securities, LLC | St. Paul, MN | Jul 2017 - Oct 2021 | 4 |
North Star Resource Group | Minneapolis, MN | Jul 2016 - Jul 2017 | 1 |
Securian Financial Services, Inc. | St. Paul, MN | Jun 2016 - Jul 2017 | 1 |
University Of Minnesota - Twin Cities | Minneapolis, MN | Jun 2013 - Jun 2016 | 3 |
University Of Minnesota Housing & Residential Life | Minneapolis, MN | Jan 2016 - May 2016 | < 1 |
The Kuhl Family | Hopkins, MN | Jan 2013 - Jan 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2018 |
- MN
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Total Assets Under Management33,356MILLIONS
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Total Number of Accounts176,986ACCOUNTS
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Average Account Value$188,469
- 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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