Marjean OssefoortCRD Number: 5293627
Current Firm: Invest Financial Corporation
Marjean Ossefoort (CRD# 5293627) is an Investment Advisor Representative working at Invest Financial Corporation in Tyler, MN and has over 9 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Raymond James Financial Services Advisors, Inc.
Thrivent Investment Management Inc.
|Invest Financial Corporation||Tyler, MN||Sep 2013 - Current||3|
|Unemployed||Pipestone, MN||Jun 2013 - Sep 2013||< 1|
|Investment Centers Of America||Pipestone, MN||Feb 2007 - Jun 2013||6|
|First State Bank Sw||Pipestone, MN||Dec 2006 - Jun 2013||6|
|Kinner & Co Accounting||Pipestone, MN||Aug 2006 - Dec 2006||< 1|
|Unemployed||Pipestone, MN||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2007|
|S65||NASAA Investment Advisors Law Examination||Jun 2008|
Total Assets Under Management4,432MILLIONS
Total Number of Accounts31,513ACCOUNTS
Average Account Value$140,649
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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, VI, VT, WA, WI, WV