James Van Diest (CRD# 6978124) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Webster City, IA and has 1 year of experience in the finance industry.
CRD# 3271729
Cambridge Investment Research Advisors, Inc.
CRD# 2240774
Osaic Wealth, Inc.
CRD# 3030371
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Osaic Wealth, Inc. | Webster City, IA | Mar 2023 - Current | 1 |
Iowa State University | Ames, IA | Aug 2021 - Current | 2 |
Ames Racquet & Fitness Center | Ames, IA | Feb 2019 - Current | 5 |
Principal Financial Group | Des Moines, IA | May 2022 - Feb 2023 | < 1 |
Chevron Corporation - Renewable Energy Group Inc. | Ames, IA | May 2021 - May 2022 | 1 |
Iowa State University | Ames, IA | Aug 2017 - May 2021 | 3 |
Summit Agricultural Group - Summit Investments | Alden, IA | Apr 2020 - Aug 2020 | < 1 |
Mcgowen, Hurst, Clark & Smith, P.c. | West Des Moines, IA | Jan 2020 - Apr 2020 | < 1 |
Renewable Energy Group Inc. | Ames, IA | May 2019 - Aug 2019 | < 1 |
Dawson & Bertran Investing | Webster City, IA | May 2018 - Aug 2018 | < 1 |
Van Diest Supply Company | Webster City, IA | May 2015 - Aug 2018 | 3 |
Iowa State University - Study Abroad | Athens, | May 2018 - Jul 2018 | < 1 |
Iowa State University - Inter Residence Halls Association | Ames, IA | Nov 2017 - May 2018 | < 1 |
Webster City High School | Webster City, IA | Aug 2013 - May 2017 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- IA
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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