Jason SobolikCRD Number: 5425147
Current Firm: Financial & Investment Management Group Ltd
Jason Sobolik (CRD# 5425147) is an Investment Advisor Representative working at Financial & Investment Management Group Ltd in Onalaska, WI and has over 9 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||Aug 2007 - Current||10|
|Firstlogic / Business Objects||La Crosse, WI||Jun 1995 - May 2007||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2008|
|S65||NASAA Investment Advisors Law Examination||Nov 2007|
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