Peggy HerbstCRD Number: 4617296
Current Firm: Edward Jones
Peggy Herbst (CRD# 4617296) is an Investment Advisor Representative working at Edward Jones in Osceola, WI and has over 11 years of experience in the finance industry.
Thrivent Investment Management Inc.
Ameriprise Financial Services, Inc.
Woodbury Financial Services, Inc.
|Edward Jones||Osceola, WI||Jun 2014 - Current||3|
|Rbc Wealth Management||Stillwater, MN||May 2013 - Jun 2014||1|
|Wells Fargo Advisors, LLC||Stillwater, MN||Oct 2011 - Apr 2013||1|
|Ubs Financial Services Inc.||Stillwater, MN||Aug 2006 - Oct 2011||5|
|Piper Jaffray & Co||Stillwater, MN||Nov 2002 - Oct 2011||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2006|
|S66||NASAA Uniform Combined State Law Examination||Mar 2012|
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