Jacquelyn Notermann (CRD# 6167205) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rochester, MN and has over 10 years of experience in the finance industry.
CRD# 2640465
Thrivent Investment Management Inc.
CRD# 4106244
Choreo, LLC
CRD# 5393748
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Alliance Associates, Inc. | Rochester, MN | Nov 2018 - Current | 5 |
| Signator Investors, Inc. | Rochester, MN | May 2016 - Nov 2018 | 2 |
| Transamerica Financial Advisors, Inc. | Rochester, MN | Jul 2013 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2013 |
- 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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