Andrea Johnson (CRD# 5174308) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Walker, MN and has over 11 years of experience in the finance industry.
CRD# 2800296
Stifel, Nicolaus & Company, Incorporated
CRD# 6054222
Thrivent Investment Management Inc.
CRD# 6153845
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | St. Louis, MO | Oct 2009 - Current | 14 |
| Ubs Financial Services Inc. | Walker, MN | May 2007 - Current | 16 |
| The Boulders | Walker, MN | May 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2012 |
- MN
- TX
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Total Assets Under Management149,249MILLIONS
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Total Number of Accounts348,524ACCOUNTS
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Average Account Value$428,231
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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, 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, WY
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