![Colin Dickman, financial advisor La Crosse WI](/img/ws/profile-blank-sq.png)
Colin Dickman (CRD# 7418209) is an Investment Advisor Representative working at Primerica Advisors in La Crosse, WI and has over 2 years of experience in the finance industry.
![Nicholas Forliti, financial advisor La Crosse WI](/img/ws/profile-blank-sq.png)
CRD# 5341508
Ameriprise Financial Services, LLC
![Tyler Adams, financial advisor La Crosse WI](/img/ws/profile-blank-sq.png)
CRD# 6378560
Robert W. Baird & Company Incorporated
![Jennifer Akins, financial advisor La Crosse WI](/img/ws/profile-blank-sq.png)
CRD# 2922398
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Pfs Investments Inc. | La Crosse, WI | Sep 2021 - Current | 2 |
City Brewery | La Crosse, WI | Aug 2021 - Current | 2 |
St Joseph's Ridge Church | St. Joseph's Ridge, WI | May 2021 - Current | 3 |
Roadie | La Crosse, WI | Mar 2020 - Current | 4 |
Primerica Financial Services | La Crosse, WI | Jun 2019 - Current | 5 |
Door Dash | La Crosse, WI | Jun 2019 - Jun 2020 | 1 |
Walmart | La Crosse, WI | Sep 2019 - Mar 2020 | < 1 |
Uw-lacrosse | La Crosse, WI | Jan 2011 - Jan 2020 | 9 |
St Joe's Country Market | St. Joseph's Ridge, WI | Jul 2018 - Aug 2019 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2021 |
S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- WI
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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