Jeremy Penkert (CRD# 6820269) is an Investment Advisor Representative working at Lpl Financial LLC in New Ulm, MN and has over 3 years of experience in the finance industry.
CRD# 1077782
Ameriprise Financial Services, LLC
CRD# 2426213
The Sherwin Group
CRD# 6873468
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | New Ulm, MN | Feb 2018 - Current | 6 |
| Bank Midwest Wealth Management | New Ulm, MN | Jun 2017 - Jun 2020 | 3 |
| Sii Investments Inc (mass Transfer) | New Ulm, MN | Jun 2017 - Feb 2018 | < 1 |
| Bank Midwest | New Ulm, MN | Mar 2016 - Jun 2017 | 1 |
| Scholarship America | St. Peter, MN | Oct 2015 - Mar 2016 | < 1 |
| Ho-chunk Nation - Higher Education | Black River Falls, WI | Sep 2012 - Oct 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2020 |
- MN
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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