Jeanne Boisen-BaumCRD Number: 5361742
Current Firm: Securian Financial Services, Inc.
Jeanne Boisen-Baum (CRD# 5361742) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Omaha, NE and has over 9 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Securian Financial Services, Inc.||St. Paul, MN||Jun 2007 - Current||10|
|Minnesota Life Insurance Company||St. Paul, MN||Jun 2007 - Current||10|
|Heritage Financial Services, LLC||Omaha, NE||Jun 2007 - Current||10|
|Unemployed||Omaha, NE||Nov 2006 - May 2007||< 1|
|Firstchoice Healthcare||Omaha, NE||Jun 2003 - Oct 2006||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2007|
Total Assets Under Management6,627MILLIONS
Total Number of Accounts29,442ACCOUNTS
Average Account Value$225,095
- 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