David Uehling, financial advisor Ottumwa IA
90 score

David Uehling

CRD Number: 6137380
Current Firm: Edward Jones

David Uehling (CRD# 6137380) is an Investment Advisor Representative working at Edward Jones in Ottumwa, IA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Nov 2012 - Current 4
South Ottumwa Savings Bank Ottumwa, IA Dec 2011 - Nov 2012 < 1
Hedrick Savings Bank Ottumwa, IA Sep 2010 - Dec 2011 1
Colormaster Inc. Ottumwa, IA Sep 1997 - Sep 2010 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for David L. Uehling
Phone Number: 314-515-2000
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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