Devory Altermatt, financial advisor Willmar MN
90 score

Devory Altermatt

CRD Number: 6258639
Current Firm: Rda Financial Network

Devory Altermatt (CRD# 6258639) is an Investment Advisor Representative working at Rda Financial Network in Willmar, MN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Nylife Securities LLC Edina, MN Oct 2016 - Nov 2017 1
New York Life Insurance Company Edina, MN Sep 2016 - Nov 2017 1
Thrivent Financial Appleton, WI May 2014 - Aug 2016 2
Thrivent Investment Management Inc. Wabasso, MN Nov 2013 - Aug 2016 2
Thrivent Financial Appleton, WI Mar 2014 - May 2014 < 1
Usda-farm Service Agency Marshall, MN Apr 2011 - Dec 2013 2
Minnwest Bank Mv Marshall, MN Mar 2010 - Apr 2011 1
Minnwest Bank Mv Redwood Falls, MN Dec 2007 - Mar 2010 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Devory A. Altermatt
Phone Number: 319-626-3464
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    382
    MILLIONS
  • Total Number of Accounts
    2,840
    ACCOUNTS
  • Average Account Value
    $134,415
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MI, MN, MO, MT, NE, OH, PA, SC, SD, TX, VA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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