James GreenwoodCRD Number: 1921310
Current Firm: Mbe Wealth Management, LLC
James Greenwood (CRD# 1921310) is an Investment Advisor Representative working at Mbe Wealth Management, LLC in Tomah, WI and has over 28 years of experience in the finance industry.
Sagepoint Financial, Inc.
Axa Advisors, LLC
|Lpl Financial LLC||Baraboo, WI||Oct 2012 - Current||5|
|Mbe Wealth Management LLC||Baraboo, WI||Oct 2012 - Current||5|
|Sii Investments||Baraboo, WI||Nov 2010 - Oct 2012||1|
|Greenwood Financial, LLC||Baraboo, WI||Jan 1989 - Oct 2012||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1989|
|S66||NASAA Uniform Combined State Law Examination||Mar 2012|
Total Assets Under Management161MILLIONS
Total Number of Accounts2,331ACCOUNTS
Average Account Value$69,069
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, TX, WI
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