Paul Jochimsen (CRD# 1813508) is an Investment Advisor Representative working at Merit Financial Advisors in Sheboygan, WI and has over 36 years of experience in the finance industry.
CRD# 4497282
Stifel, Nicolaus & Company, Incorporated
CRD# 5791309
Stifel, Nicolaus & Company, Incorporated
CRD# 2304923
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Sheboygan, WI | Sep 2022 - Current | 1 |
| Merit Financial Group, LLC | Alpharetta, GA | Sep 2022 - Current | 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Mar 2019 - Sep 2022 | 3 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Feb 2019 - Sep 2022 | 3 |
| Morgan Stanley Private Bank, N.a. | New York, NY | Jan 2015 - Feb 2019 | 4 |
| Morgan Stanley Smith Barney LLC | Sheboygan, WI | Jun 2009 - Feb 2019 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1988 |
- TX
- WI
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Total Assets Under Management7,252MILLIONS
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Total Number of Accounts25,088ACCOUNTS
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Average Account Value$289,068
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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