Emily Wurm (CRD# 7448762) is an Investment Advisor Representative working at Eagle Strategies LLC in Upper Sandusky, OH and has 1 year of experience in the finance industry.
CRD# 5804903
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4774894
Cetera Investment Advisers LLC
CRD# 5616205
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Upper Sandusky, OH | Aug 2022 - Current | 1 |
| Nylife Securities LLC | Upper Sandusky, OH | Sep 2021 - Current | 2 |
| Baker Financial Group | Upper Sandusky, OH | Sep 2021 - Current | 2 |
| Century 21 Bolte Real Estate | Tiffin, OH | Jan 2021 - Dec 2021 | < 1 |
| Unemployed | Tiffin, OH | Aug 2020 - Dec 2020 | < 1 |
| Nationwide Insurance | Columbus, OH | Apr 2018 - Jul 2020 | 2 |
| Eagle Engineered Solutions | Mt Vernon, OH | May 2016 - Apr 2018 | 1 |
| Mt Vernon Nazarene University | Mt Vernon, OH | Aug 2014 - Apr 2018 | 3 |
| Parkside Restaurant | Mt Vernon, OH | May 2013 - Dec 2014 | 1 |
| Mt Vernon High School | Mt Vernon, OH | Aug 2009 - Jun 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2022 |
- OH
- TX
-
Total Assets Under Management20,358MILLIONS
-
Total Number of Accounts95,287ACCOUNTS
-
Average Account Value$213,647
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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.