James AukermanCRD Number: 5408091
Current Firm: H.d. Vest Advisory Services, Inc.
James Aukerman (CRD# 5408091) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Traverse City, MI and has over 9 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Lejeune Puetz Investment Counsel
|Hd Vest Advisory Services||Traverse City, MI||Apr 2010 - Current||6|
|H.d. Vest Investment Services||Midland, MI||Aug 2007 - Current||9|
|Northwood University||Midland, MI||Feb 2012 - May 2012||< 1|
|Central Michigan University||Mount Pleasanct, MI||Jan 2012 - May 2012||< 1|
|James Robert Aukerman||Midland, MI||Aug 2007 - Jul 2009||1|
|The Dow Chemical Company||Midland, MI||Sep 1989 - Feb 2009||19|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- 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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV