James ScholljegerdesCRD 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 9 years of experience in the finance industry.
Ria Advisory Group, LLC
Cambridge Investment Research Advisors, Inc.
Investment Centers Of America, Inc.
|Sii Investments, Inc.||Owatonna, MN||Mar 2008 - Current||9|
|Cindy's Financial||Owatonna, MN||Jun 2006 - Current||11|
|Cenrty 21 Vision||Owatonna, MN||Mar 2003 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2008|
|S65||NASAA Investment Advisors Law Examination||Apr 2009|
Total Assets Under Management4,226MILLIONS
Total Number of Accounts30,484ACCOUNTS
Average Account Value$138,626
- 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
- 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
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