Jack EngdahlCRD Number: 1776379
Current Firm: Sii Investments, Inc.
Jack Engdahl (CRD# 1776379) is an Investment Advisor Representative working at Sii Investments, Inc. in North Platte, NE and has over 28 years of experience in the finance industry.
Principal Securities, Inc.
Professional Financial Advisors, LLC
Thrivent Investment Management Inc.
|Sii Investments, Inc./equitable Wealth Managment||North Platte, NE||Jan 2001 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1989|
|S65||NASAA Investment Advisors Law Examination||Jun 2003|
Total Assets Under Management4,390MILLIONS
Total Number of Accounts18,681ACCOUNTS
Average Account Value$234,997
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY