Justin Velzke (CRD# 7685279) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Owatonna, MN and has 1 year of experience in the finance industry.
CRD# 5679688
Osaic Wealth, Inc.
CRD# 6960813
Horter Investment Management, LLC
CRD# 5394031
Thrivent Investment Management Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Ameriprise Financial Services, LLC | Owatonna, MN | Jan 2023 - Current | 1 |
Linville Ridge Country Club | Linville, NC | Jan 2020 - Dec 2022 | 2 |
Stonewall Restaurant | Banner Elk, NC | Oct 2021 - Mar 2022 | < 1 |
Mystic Lake Casino | Prior Lake, MN | Nov 2017 - Aug 2021 | 3 |
Hilton Canopy Hotel | Minneapolis, MN | Nov 2017 - Mar 2020 | 2 |
Caribou Coffee | Minneapolis, MN | Nov 2017 - Dec 2019 | 2 |
Hewing Hotel | Minneapolis, MN | Apr 2017 - Nov 2017 | < 1 |
Congressional Country Club | Bethesda, MD | May 2016 - Apr 2017 | < 1 |
Yeti's Grind Coffee Shop | Vail, CO | Aug 2015 - May 2016 | < 1 |
Sonnenalp Hotel | Vail, CO | Jun 2015 - May 2016 | < 1 |
Impact Coffee Roasters | Decorah, IA | Oct 2014 - Jun 2015 | < 1 |
Canoe Creek Produce | Decorah, IA | Feb 2013 - Jun 2015 | 2 |
Luther College Sunny Side Cafe | Decorah, IA | Nov 2011 - May 2015 | 3 |
Torey's Restaurant & Bar | Owatonna, MN | Jan 2009 - May 2015 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2024 |
S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- MN
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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