Rose Koch (CRD# 4583044) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Crookston, MN and has over 6 years of experience in the finance industry. Rose Koch 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.
CRD# 1968929
Edward Jones
CRD# 2087140
Ameriprise Financial Services, LLC
CRD# 6433662
Osaic Institutions, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Packerland Brokerage Services | Green Bay, WI | Nov 2017 - Current | 6 |
| Dennis Koch | Crookston, MN | Jan 1998 - Nov 2023 | 25 |
| Questar Capital Corporation | Minneapolis, MN | Feb 2008 - Nov 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2018 |
- AZ
- CO
- IA
- MN
- MO
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- NJ
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- VA
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Total Assets Under Management854MILLIONS
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Total Number of Accounts4,831ACCOUNTS
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Average Account Value$176,825
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, 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, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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