James Scholljegerdes, financial advisor Owatonna MN
93 score

James Scholljegerdes

CRD Number: 5337024
Current Firm: Sii Investments, Inc.

James Scholljegerdes (CRD# 5337024) is an Investment Advisor Representative working at Sii Investments, Inc. in Owatonna, MN and has over 8 years of experience in the finance industry.

Similar Advisors
Dean Baker, financial advisor Owatonna MN
Dean M. Baker
CRD# 5273150
Ria Advisory Group, LLC
Score
96
Similar Advisors
Sandra Flom, financial advisor Owatonna MN
Sandra L. Flom
CRD# 3242160
Cambridge Investment Research Advisors, Inc.
Score
96
Similar Advisors
Derrick Girard, financial advisor Owatonna MN
Derrick M. Girard
CRD# 4914175
Investment Centers Of America, Inc.
Score
96
Company Name Location Dates Years
Sii Investments, Inc. Owatonna, MN Mar 2008 - Current 8
Cindy's Financial Owatonna, MN Jun 2006 - Current 10
Cenrty 21 Vision Owatonna, MN Mar 2003 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S65 NASAA Investment Advisors Law Examination Apr 2009
Contact Info for James M. Scholljegerdes
Phone Number: 800-426-5975
Firm Website: http://www.siionline.com
Registered State(s):
  • MN
  • OR
  • SD
  • WI
By the Numbers
  • Total Assets Under Management
    4,226
    MILLIONS
  • Total Number of Accounts
    30,484
    ACCOUNTS
  • Average Account Value
    $138,626
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from James Scholljegerdes and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.