Jody Redmann
CRD Number: 5460426Current Firm: Kingsview Wealth Management, LLC
Compensation Model: Fee Only
Jody Redmann (CRD# 5460426) is an Investment Advisor Representative working at Kingsview Asset Management, LLC with offices in Chicago and Oak Lawn, IL. Kingview Asset Management, LLC is headquartered in Grants Pass, OR Jody Redmann has over 15 years of experience in the finance industry.
CRD# 2762853
Cutler Investment Counsel, LLC
CRD# 4913338
Edward Jones
CRD# 5798731
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Kingsview Asset Management, LLC | Chicago, IL | Oct 2015 - Current | 8 |
Edward Jones | St Louis, MO | Mar 2010 - Oct 2015 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2008 |
- IL
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Total Assets Under Management3,584MILLIONS
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Total Number of Accounts13,829ACCOUNTS
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Average Account Value$259,175
- 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
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Investment advisory services offered through Kingsview Asset Management, LLC (“KAM”), an SEC Registered Investment Adviser. Insurance products and services are offered and sold through Kingsview Trust and Insurance Services (“KTI”), by individually licensed and appointed insurance agents. Charles Schwab, a multi-trillion-dollar custodial firm, is Jody Redmann's primary custodian for her client’s accounts. Jody is a financial advisor with the asset management firm Kingsview Asset Management (“KAM”), a consortium of independent financial planners, wealth managers, and investment advisor representatives from many walks of life. KAM provides its advisors with the operational, technical, trading infrastructure, and compliance support needed to best serve clients. KAM is headquartered in Grants Pass, Oregon and has offices nationwide
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