Naranchimeg Mijid (CRD# 7465993) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Farmington, CT and has over 2 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Osaic Fa, Inc.
CRD# 4297910
Milestone Asset Management Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Bankers Life Advisory Services | Farmington, CT | May 2022 - Current | 2 |
Bankers Life Securities, Inc. | Farmington, CT | Nov 2021 - Current | 2 |
Bankers Life & Casualty, Inc. | Farmington, CT | Jan 2020 - Current | 4 |
Charter Oak Financial | Hamden, CT | Sep 2019 - Dec 2019 | < 1 |
Fairfax Data System | Hartford, CT | Apr 2019 - Aug 2019 | < 1 |
Journal Inquirer | Manchester, CT | Feb 2019 - Mar 2019 | < 1 |
Amazon | Bristol, CT | Dec 2018 - Jan 2019 | < 1 |
Connecticut Center For Innovative Entrepreneurs, LLC | New Britain, CT | Jun 2016 - Nov 2018 | 2 |
Central Connecticut State University | New Britain, CT | Aug 2009 - May 2016 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- CT
-
Total Assets Under Management1,486MILLIONS
-
Total Number of Accounts13,089ACCOUNTS
-
Average Account Value$113,532
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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 derived from SEC.gov data covering 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.
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.