Wasden Financial Management

Wasden Financial Management (CRD# 144406) is a financial advisory firm headquartered in , . They manage $10,888,210 in 29 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $375,456
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NM

Financial Advisors at Wasden Financial Management
Showing 1 - 1 of 1 top financial advisors.
1
Jill Wasden, financial advisor Taos NM
Jill Wasden
CRD#: 4658576
Taos, NM

Jill Wasden (CRD# 4658576) is an Investment Advisor Representative working at Wasden Financial Management in Taos, NM and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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