Gerald Hagman Jr (CRD# 1797735) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rice Lake, WI and has over 12 years of experience in the finance industry.
CRD# 6598089
Ameriprise Financial Services, LLC
CRD# 5833198
Edward Jones
CRD# 4433485
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Rice Lake, WI | Jan 2024 - Current | < 1 |
| Woodbury Financial Services Inc. | Rice Lake, WI | Jun 2019 - Jan 2024 | 4 |
| Lpl Financial LLC | Eau Claire, WI | Feb 2018 - Jun 2019 | 1 |
| Invest Financial Corporation | Tampa, FL | Mar 2014 - Feb 2018 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2011 |
- MN
- WI
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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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