Jennifer Imel (CRD# 4899237) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Spokane Valley, WA and has over 9 years of experience in the finance industry.
CRD# 5310745
Selkirk Wealth Advisors, LLC
CRD# 7057448
Charles Schwab & Company, Inc.
CRD# 1341565
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Douglas Lupton | Spokane Valley, WA | Sep 2023 - Current | < 1 |
| Marion Martinez | Spokane Valley, WA | Sep 2023 - Current | < 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Apr 2016 - Current | 8 |
| Mark Lupton | Spokane, WA | Mar 2016 - Current | 8 |
| Northwestern Mutual Investment Services LLC | Spokane, WA | Mar 2016 - Current | 8 |
| Mark Lupton | Spokane, WA | Feb 2016 - Mar 2016 | < 1 |
| Edward Jones | St Louis, MO | Nov 2014 - Feb 2016 | 1 |
| Edward Jones | St Louis, MO | Nov 2004 - Nov 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2015 |
- WA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Other
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.