Darcy McCallsonCRD Number: 6070642
Current Firm: Financial & Investment Management Group Ltd
Darcy McCallson (CRD# 6070642) is an Investment Advisor Representative working at Financial & Investment Management Group Ltd in Onalaska, WI and has over 5 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Interactive Financial Advisors
Thrivent Investment Management Inc.
|Financial & Investment Management Group Ltd||Onalaska, WI||Dec 2011 - Current||5|
|Self-employed||Lacrosse, WI||Jan 2005 - Current||12|
|First Evangelical Free Church||Onalaska, WI||Jan 2000 - Dec 2011||11|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2012|
Total Assets Under Management727MILLIONS
Total Number of Accounts3,371ACCOUNTS
Average Account Value$215,605
- 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
- Pension consulting services
- Educational seminars/workshops
AK, AZ, CA, CO, FL, HI, IA, IL, IN, KS, MA, MD, MI, MN, NC, NJ, NV, NY, OH, PA, TX, VA, WA, WI