Ann Slechta, financial advisor Jefferson IA
93 score

Ann Slechta

CRD Number: 5374100
Current Firm: Principal Securities, Inc.

Ann Slechta (CRD# 5374100) is an Investment Advisor Representative working at Principal Securities, Inc. in Jefferson, IA and has over 10 years of experience in the finance industry.

Similar Advisors
Linda Lovie, financial advisor Jefferson IA
Linda R. Lovie
CRD# 2872334
Brokers Financial
Score
98
Similar Advisors
Brian Aukes, financial advisor Jefferson IA
Brian E. Aukes
CRD# 2712193
Brokers Financial
Score
93
Similar Advisors
Kristen Crouthamel, financial advisor Jefferson IA
Kristen K. Crouthamel
CRD# 4648210
Investment Advisors Corp
Score
93
Company Name Location Dates Years
Heartland Financial Resource Group Carroll, IA Sep 2012 - Current 5
Principal Life Ins Co Carroll, IA Aug 2011 - Current 6
Princor Financial Services Corp Carroll, IA Aug 2011 - Current 6
Money Concepts Capital Corp Palm Beach Gardens, FL Jan 2009 - Aug 2011 2
First Investments Sioux City, IA Dec 2008 - Aug 2011 2
Ubs Financial Services Inc. Sioux City, IA Jun 2007 - Dec 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for Ann K. Slechta
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    1,916
    MILLIONS
  • Total Number of Accounts
    17,630
    ACCOUNTS
  • Average Account Value
    $108,691
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Ann Slechta and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.