Jeffrey BollCRD Number: 6175714
Current Firm: Mwa Financial Services, Inc.
Jeffrey Boll (CRD# 6175714) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Prairie Du Sac, WI and has over 8 years of experience in the finance industry.
Mckinley Money, LLC
Baker Tilly Wealth Management, LLC
Ameriprise Financial Services, LLC
|Schwarz Insurance||Prairie Du Sac, WI||Jun 2017 - Current||4|
|Modern Woodmen Of America||Rock Island, IL||Mar 2013 - Current||8|
|Mwa Financial Services Inc.||Rock Island, IL||Mar 2013 - Current||8|
|C. H. Robinson Worldwide||Madison, WI||Sep 2010 - Feb 2013||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2013|
|S65||NASAA Investment Advisors Law Examination||Oct 2017|
Total Assets Under Management65MILLIONS
Total Number of Accounts376ACCOUNTS
Average Account Value$174,120
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, LA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, OH, OK, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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