Wendy SimsCRD Number: 4579589
Current Firm: Honkamp Krueger Financial Services Inc.
Wendy Sims (CRD# 4579589) is an Investment Advisor Representative working at Honkamp Krueger Financial Services Inc. in Pella, IA and has 1 year of experience in the finance industry.
Investment Centers Of America, Inc.
Bellwether Financial Advisors
Northwestern Mutual Investment Services,llc
|Honkamp Krueger Financial Services||Dubuque, IA||Jan 1999 - Current||18|
|Schuring & Uitermarkt||Pella, IA||May 1982 - Current||34|
Total Assets Under Management2,334MILLIONS
Total Number of Accounts7,100ACCOUNTS
Average Account Value$328,708
- 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)
AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, KY, MA, MI, MN, MO, MT, NC, ND, NE, NM, NV, NY, OH, OR, SC, SD, TN, TX, VA, WA, WI