Marjean OssefoortCRD Number: 5293627
Current Firm: Invest Financial Corporation
Marjean Ossefoort (CRD# 5293627) is an Investment Advisor Representative working at Invest Financial Corporation in Tyler, MN and has over 9 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Raymond James Financial Services Advisors, Inc.
Thrivent Investment Management Inc.
|Invest Financial Corporation||Tyler, MN||Sep 2013 - Current||3|
|Unemployed||Pipestone, MN||Jun 2013 - Sep 2013||< 1|
|Investment Centers Of America||Pipestone, MN||Feb 2007 - Jun 2013||6|
|First State Bank Sw||Pipestone, MN||Dec 2006 - Jun 2013||6|
|Kinner & Co Accounting||Pipestone, MN||Aug 2006 - Dec 2006||< 1|
|Unemployed||Pipestone, MN||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2007|
|S65||NASAA Investment Advisors Law Examination||Jun 2008|
Total Assets Under Management4,432MILLIONS
Total Number of Accounts31,513ACCOUNTS
Average Account Value$140,649
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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