Jeffrey LokkenCRD Number: 1156819
Current Firm: Financial & Investment Management Group Ltd
Jeffrey Lokken (CRD# 1156819) is an Investment Advisor Representative working at Financial & Investment Management Group Ltd in Onalaska, WI and has over 34 years of experience in the finance industry. Jeffrey Lokken has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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|Financial & Investment Mangement Group Ltd.||Suttons Bay, WI||Jul 2001 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1983|
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