Joel Pergolski, financial advisor Wausau WI
93 score

Joel Pergolski

CRD Number: 5359480
Current Firm: Ameriprise Financial Services, Inc.

Joel Pergolski (CRD# 5359480) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Wausau, WI and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services Inc. Wausau, WI Jan 2013 - Current 3
Wells Fargo Advisors LLC Wausau, WI May 2009 - Jan 2013 3
Wachovia Securities, LLC Wausau, WI Jan 2009 - May 2009 < 1
River Valley Bank Wausau, WI Mar 2008 - Dec 2008 < 1
Applied Portfolio Management Group Houghton, MI May 2006 - May 2008 2
School Houghton, MI Jan 1999 - Dec 2007 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2009
Contact Info for Joel P. Pergolski
Phone Number: 612-671-3131
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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