Cynthia Pollack (CRD# 2255384) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Pierz, MN and has over 23 years of experience in the finance industry.
CRD# 1950076
Wealth Enhancement Advisory Services, LLC
CRD# 5110267
Edward Jones
CRD# 5347795
Prospera Financial Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Minneapolis, MN | Jun 2023 - Current | < 1 |
| Advisornet Financial | Minneapolis, MN | Mar 2000 - Current | 24 |
| Royal Alliance | Minneapolis, MN | Jan 2020 - Jun 2023 | 3 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jan 2013 - Dec 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2000 |
| S66 | NASAA Uniform Combined State Law Examination | May 2002 |
- MN
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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