Jonathon VenhuizenCRD Number: 5384838
Current Firm: Packerland Brokerage Services, Inc.
Jonathon Venhuizen (CRD# 5384838) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Waupun, WI and has over 10 years of experience in the finance industry.
Bmo Harris Financial Advisors, Inc.
Woodbury Financial Services, Inc.
Cetera Investment Advisers LLC
|Packerland Brokerage||Green Bay, WI||Dec 2013 - Current||4|
|New England Securities||Waupun, WI||Jun 2007 - Dec 2013||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2007|
|S65||NASAA Investment Advisors Law Examination||Oct 2007|
Total Assets Under Management239MILLIONS
Total Number of Accounts1,722ACCOUNTS
Average Account Value$138,539
- 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)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MA, MI, MN, MO, MT, NC, ND, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI