Chong Her (CRD# 7670092) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Oakdale, MN and has 1 year 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 |
|---|---|---|---|
| Fidelity Investments | Oakdale, MN | Nov 2022 - Current | 1 |
| Connexus Credit Union | Brookyln Center, MN | Mar 2021 - Sep 2022 | 1 |
| Saint Catherine University | Saint Paul, MN | Oct 2019 - Jan 2021 | 1 |
| Hamline University | Saint Paul, MN | Apr 2019 - Oct 2019 | < 1 |
| North Memorial Health | Roseville, MN | Aug 2015 - Aug 2019 | 4 |
| Miracle Home Health Care | Saint Paul, MN | Feb 2018 - Feb 2018 | < 1 |
| Sober Fish | Saint Paul, MN | May 2014 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- MN
- TX
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Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- 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
- 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, VT, WA, WI, WV, WY
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