Jack Wingerd (CRD# 6525833) is an Investment Advisor Representative working at Osaic Wealth, Inc. in New Brighton, MN and has over 4 years 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 |
|---|---|---|---|
| Financial Dimensions Group, Inc. | New Brighton, MN | Jan 2020 - Current | 4 |
| Osaic Wealth, Inc. Fka Royal Alliance Associates, Inc. | New Brighton, MN | Dec 2019 - Current | 4 |
| Osaic Wealth, Inc. Fka Royal Alliance Associates, Inc. | New Brighton, MN | Dec 2019 - Current | 4 |
| The Prudential Insurance Company Of America | St Louis Park, MN | Sep 2019 - Dec 2019 | < 1 |
| Pruco Securities LLC | St Louis Park, MN | Jun 2019 - Nov 2019 | < 1 |
| Saint John's University | Collegeville, MN | Aug 2015 - May 2019 | 3 |
| The Meritex Company | Minneapolis, MN | Jun 2018 - Aug 2018 | < 1 |
| St. John's University | Collegeville, MN | Aug 2017 - May 2018 | < 1 |
| Energy Management Collaberative | Plymouth, MN | May 2017 - Aug 2017 | < 1 |
| St. John's University | Collegeville, MN | Aug 2016 - May 2017 | < 1 |
| Financial Dimensions Group | New Brighton, MN | Jun 2016 - Aug 2016 | < 1 |
| St. John's University | Collegeville, MN | Aug 2015 - May 2016 | < 1 |
| Highland Park Little League | St. Paul, MN | Apr 2015 - Aug 2015 | < 1 |
| Full-time Education | St. Paul, MN | Sep 2014 - May 2015 | < 1 |
| Highland Park Little League | St. Paul, MN | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- MN
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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
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