Isaac NaatzCRD Number: 6355898
Current Firm: Edward Jones
Isaac Naatz (CRD# 6355898) is an Investment Advisor Representative working at Edward Jones in Onalaska, WI and has over 2 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Interactive Financial Advisors
Thrivent Investment Management Inc.
|Edward Jones||St Louis, MO||Jun 2014 - Current||3|
|Red Wing Chevrolet, Buick, Cadillac||Red Wing, MN||Feb 2013 - Jun 2014||1|
|Unemployed||Cannon Falls, MN||Dec 2012 - Feb 2013||< 1|
|Letourneau University||Longview, TX||Feb 2010 - Dec 2012||2|
|Culligan Water||Northfield, MN||Dec 2010 - Jan 2012||1|
|Syngenta||Stanton, MN||May 2010 - Aug 2010||< 1|
|Letournaeu University||Longview, TX||Dec 2009 - Feb 2010||< 1|
|Abercrombie And Fitch||Rochester, MN||Aug 2008 - Dec 2009||1|
|Rochester Public Schools||Rochester, MN||May 2009 - Aug 2009||< 1|
|United States Marine Corps.||Rochester, MN||Feb 2009 - Mar 2009||< 1|
|Northwestern College||St. Paul, MN||Feb 2008 - Aug 2008||< 1|
|Northwestern College||St. Paul, MN||Aug 2007 - Feb 2008||< 1|
|Midwest Imports||Cannon Falls, MN||May 2006 - Aug 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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)
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
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