James SpiegelbergCRD Number: 3161269
Current Firm: Honkamp Krueger Financial Services Inc.
James Spiegelberg (CRD# 3161269) is an Investment Advisor Representative working at Honkamp Krueger Financial Services Inc. in Wauwatosa, WI and has over 18 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Proequities||Birmingham, AL||Aug 2001 - Current||16|
|Honkamp Krueger Financial Services, Inc.||Dubuque, IA||Aug 2001 - Current||16|
|Heritage Professional Group, Inc.||Wauwatosa, WI||Jan 1997 - Current||20|
|James H Spiegelberg, Cpa.,sc||Wauwatosa, WI||Jan 1997 - Current||20|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2001|
|S63||Uniform Securities State Law Examination||Dec 1998|
Total Assets Under Management2,334MILLIONS
Total Number of Accounts7,100ACCOUNTS
Average Account Value$328,708
- 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)
AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, KY, MA, MI, MN, MO, MT, NC, ND, NE, NM, NV, NY, OH, OR, SC, SD, TN, TX, VA, WA, WI