Donald Dejonge (CRD# 5270653) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Visalia, CA and has over 16 years of experience in the finance industry.
CRD# 1374125
Principal Securities, Inc.
CRD# 6332486
Caitlin John
CRD# 4789253
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Visalia, CA | Mar 2020 - Current | 4 |
| Ameriprise Financial Services, Inc. | Visalia, CA | Dec 2019 - Mar 2020 | < 1 |
| Mml Investors Services | Visalia, CA | Nov 2014 - Dec 2019 | 5 |
| Mass Mutual Life Insurance Company | Visalia, CA | Oct 2014 - Dec 2019 | 5 |
| Northwestern Mutual Investment Services LLC | Visalia, CA | Aug 2012 - Nov 2014 | 2 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jun 2008 - Nov 2014 | 6 |
| Northwestern Mutual Investment Services, LLC | Sacramento, CA | Aug 2007 - Nov 2014 | 7 |
| Northwestern Mutual Insurance Company | Milwaukee, WI | Feb 2007 - Nov 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2012 |
- CA
- TX
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
Average Account Value$209,983
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, 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.