Joseph Niederkorn
CRD Number: 348000Current Firm: The Putney Financial Group, Registered Investment Advisors
Joseph Niederkorn (CRD# 348000) is an Investment Advisor Representative working at The Putney Financial Group, Registered Investment Advisors in San Rafael, CA and has 1 year of experience in the finance industry.
CRD# 2289402
Polaris Wealth Advisory Group
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Putney Financial Group, Registered Investment Advisors | San Rafael, CA | Jan 1997 - Current | 25 |
| Manufacturers Life Insurance Co | San Francisco, CA | Oct 1993 - Current | 28 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management267MILLIONS
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Total Number of Accounts1,242ACCOUNTS
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Average Account Value$214,862
- A percentage of assets under your management
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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