![Jack Wingerd, financial advisor New Brighton MN](/img/ws/profile-blank-sq.png)
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.
![Chad Aaberg, financial advisor New Brighton MN](/img/ws/profile-blank-sq.png)
CRD# 4618120
Thrivent Advisor Network, LLC
![Eric Aanes, financial advisor New Brighton MN](/img/ws/profile-blank-sq.png)
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
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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