Meredith Bargfrede (CRD# 7502209) 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 | Jun 2022 - Current | 1 |
| Royal Alliance Associates, Inc. | Webster City, IA | Jan 2022 - Jun 2022 | < 1 |
| Wolfe Eye Clinic | Webster City, IA | Sep 2020 - Jan 2022 | 1 |
| In-home Daycare Provider (self Employed) | Webster City, IA | Aug 2009 - Aug 2020 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2022 |
- IA
- TX
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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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