Meredeth McDowell Iversen (CRD# 3106509) is an Investment Advisor Representative working at Financial Action, Inc. in Monument, CO and has 1 year of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 6403098
Rfg Advisory, LLC
CRD# 2202065
Adelmann Financial, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Future Services, LLC | Monument, CO | Dec 2016 - Current | 7 |
| Jp Morgan Chase Bank Na Fka Banc One | Colorado Springs, CO | Nov 1996 - Nov 2016 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- CO
-
Total Assets Under Management65MILLIONS
-
Total Number of Accounts770ACCOUNTS
-
Average Account Value$84,545
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
CO
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