American Wealth Management
American Wealth Management (CRD# 122205) is a financial advisory firm headquartered in Reno, NV. They manage $545,578,881 in 811 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management546MILLION
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Total Number of Accounts811ACCOUNTS
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Average Account Value$672,724
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
AZ, CA, CO, ID, MT, NV, TX, UT, WA
Heidi Foster (CRD# 4739930) is an Investment Advisor Representative working at American Wealth Management in Reno, NV and has over 20 years of experience in the finance industry. Heidi Foster has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Dong-joon Lee (CRD# 6090737) is an Investment Advisor Representative working at American Wealth Management in Reno, NV and has over 10 years of experience in the finance industry.
Laif Meidell (CRD# 2627107) is an Investment Advisor Representative working at American Wealth Management in Reno, NV and has over 26 years of experience in the finance industry.
Patricia Meidell (CRD# 331254) is an Investment Advisor Representative working at American Wealth Management in Reno, NV and has over 35 years of experience in the finance industry. Patricia Meidell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Boyong Park (CRD# 6426829) is an Investment Advisor Representative working at American Wealth Management in Reno, NV and has over 6 years of experience in the finance industry.