Joseph Tauer, financial advisor Springfield MN
88 score

Joseph Tauer

CRD Number: 6340263
Current Firm: Investment Centers Of America, Inc.

Joseph Tauer (CRD# 6340263) is an Investment Advisor Representative working at Investment Centers Of America, Inc. in Springfield, MN and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Investment Centers Of America Bismarck, ND May 2014 - Current 2
St Cloud State University St Cloud, MN Mar 2014 - May 2014 < 1
Tauers Supervalu Springfield, MN Jun 2006 - Mar 2014 7
Iola Lake Association Garfield, MN Jun 2013 - Sep 2013 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Joseph P. Tauer
Phone Number: 866-275-4422
Registered State(s):
  • AK
  • MN
By the Numbers
  • Total Assets Under Management
    3,133
    MILLIONS
  • Total Number of Accounts
    23,134
    ACCOUNTS
  • Average Account Value
    $135,424
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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