Rebecca Blatz (CRD# 7392318) is an Investment Advisor Representative working at Mml Investors Services, LLC in Sheboygan, WI and has 1 year 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 |
|---|---|---|---|
| Mml Investors Services, LLC | Sheboygan, WI | Jun 2021 - Current | 2 |
| Massmutual Life Insurance Co | Sheboygan, WI | Jun 2021 - Current | 2 |
| The Gear Box | Kiel, WI | Jul 2020 - Current | 3 |
| University Of Wisconsin - Oshkosh | Oshkosh, WI | Sep 2019 - Current | 4 |
| Target Inc. | Oshkosh, WI | Sep 2022 - Mar 2023 | < 1 |
| Culver Family Welcome Center | Oshkosh, WI | Sep 2019 - Aug 2022 | 2 |
| Fromm Accounting, LLC | Kiel, WI | Jan 2021 - Apr 2021 | < 1 |
| Siebken's Resort | Elkhart Lake, WI | May 2020 - Aug 2020 | < 1 |
| Kiel Area School District | Kiel, WI | Apr 2013 - Sep 2019 | 6 |
| Walmart Inc. | Chilton, WI | Mar 2019 - Aug 2019 | < 1 |
| Image By Design, LLP | Kiel, WI | Aug 2016 - Aug 2019 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- WI
-
Total Assets Under Management72,828MILLIONS
-
Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- 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
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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