Tami WattnemCRD Number: 6640232
Current Firm: U.s. Bancorp Investments, Inc.
Tami Wattnem (CRD# 6640232) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Saint Cloud, MN and has over 4 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Valmark Advisers, Inc.
|U.s. Bancorp Investments, Inc.||St. Cloud, MN||Sep 2017 - Current||3|
|Nylife Securities LLC||Omaha, NE||Dec 2016 - Sep 2017||< 1|
|New York Life Insurance Company||Omaha, NE||Apr 2016 - Sep 2017||1|
|Avera Sacred Heart Hospital||Yankton, SD||Sep 2014 - Sep 2017||3|
|Homemaker||Omaha, NE||Mar 2007 - Sep 2014||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2017|
|S65||NASAA Investment Advisors Law Examination||May 2020|
Total Assets Under Management12,843MILLIONS
Total Number of Accounts48,357ACCOUNTS
Average Account Value$265,594
- A percentage of assets under your management
- 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)
- Publication of periodicals or newsletters
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, VT, WA, WI, WV, WY
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