Wesley Beumer (CRD# 5527840) is an Investment Advisor Representative working at &partners in Marshall, MO and has over 15 years of experience in the finance industry.
CRD# 4175222
Edward Jones
CRD# 5199229
Cetera Investment Advisers LLC
CRD# 4899359
Thrivent Investment Management Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| &partners LLC | Nashville, TN | Nov 2023 - Current | < 1 |
| Edward Jones | St. Louis, MO | May 2008 - Nov 2023 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2008 |
- MO
- TX
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Total Assets Under Management1,173MILLIONS
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Total Number of Accounts3,051ACCOUNTS
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Average Account Value$384,484
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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