Jennifer Flenz, financial advisor Neenah WI
89 score

Jennifer Flenz

CRD Number: 6172832
Current Firm: Edward Jones

Jennifer Flenz (CRD# 6172832) is an Investment Advisor Representative working at Edward Jones in Neenah, WI and has over 3 years of experience in the finance industry.

Similar Advisors
Robert Riedl, CPA®, CFP®, AWMA® , financial advisor Neenah WI
Robert L. Riedl, CPA®, CFP®, AWMA®
CRD# 1109543
Endowment Wealth Management, Inc.
Score
107
Similar Advisors
C. Peter Kerntke, financial advisor Neenah WI
C. Peter Kerntke
CRD# 1547070
Kerntke Otto Mcglone Wealth Management Group
Score
103
Similar Advisors
Prateek Mehrotra, financial advisor Neenah WI
Prateek Mehrotra
CRD# 4618007
Endowment Wealth Management, Inc.
Score
103
Company Name Location Dates Years
Edward Jones St Louis, MO Mar 2013 - Current 3
Tri City National Bank Milwaukee, WI Jul 2012 - Mar 2013 < 1
Uw Milwaukee Children's Center Milwaukee, WI Jan 2011 - May 2012 1
University Of Wisconsin Milwaukee Appleton/ Milwaukee, WI May 2010 - Jan 2011 < 1
Timber Rattler's Stadium Appleton, WI Aug 2008 - Sep 2010 2
Knorr Family Appleton, WI Oct 2009 - May 2010 < 1
Uw-fox Valley Children's Center Appleton, WI Jan 2008 - Sep 2009 1
Fleet Farm Appleton, WI Jan 2008 - May 2008 < 1
University Of Wisconsin Fox Valley Appleton, WI Sep 2007 - Dec 2007 < 1
Copp's Grocery Store Appleton, WI Mar 2007 - Sep 2007 < 1
Subway Appleton, WI Jun 2005 - Feb 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Jennifer L. Flenz
Phone Number: 314-515-2000
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.