![Klayton Bell, financial advisor La Crosse WI](/img/ws/profile-blank-sq.png)
Klayton Bell (CRD# 7265398) is an Investment Advisor Representative working at Lpl Financial LLC in La Crosse, WI and has 1 year 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 |
---|---|---|---|
Lpl Financial LLC | Lacrosse, WI | Jul 2023 - Current | 1 |
Altra Federal Credit Union | Lacrosse, WI | Sep 2022 - Current | 1 |
Big Al's Pizza | La Crosse, WI | Nov 2021 - Jul 2023 | 1 |
Uw - Wisconsin La Crosse | La Crosse, WI | Sep 2017 - Dec 2021 | 4 |
Hui Manufacturing | Kiel, WI | Jun 2017 - Sep 2017 | < 1 |
Sheboygan North High School | Sheboygan, WI | Jul 2013 - Jun 2017 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2024 |
- WI
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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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