![Masen Miller, financial advisor Onalaska WI](/img/ws/profile-blank-sq.png)
Masen Miller (CRD# 7399586) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Onalaska, WI and has 1 year of experience in the finance industry.
![Nicholas Forliti, financial advisor Onalaska WI](/img/ws/profile-blank-sq.png)
CRD# 5341508
Ameriprise Financial Services, LLC
![Tyler Adams, financial advisor Onalaska WI](/img/ws/profile-blank-sq.png)
CRD# 6378560
Robert W. Baird & Company Incorporated
![Jennifer Akins, financial advisor Onalaska WI](/img/ws/profile-blank-sq.png)
CRD# 2922398
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Osaic Wealth Inc. | Onalaska, WI | Jun 2023 - Current | 1 |
Royal Alliance Associates, Inc. | Onalaska, WI | Jun 2022 - Jun 2023 | 1 |
Mcallister Financial Services, Inc. | Onalaska, WI | Jun 2021 - May 2022 | < 1 |
Full Time Student At The University Of Wisconsin- La Crosse | Lacrosse, WI | Aug 2018 - May 2022 | 3 |
Bloomer Street Department | Bloomer, WI | May 2018 - Aug 2018 | < 1 |
Bloomer High School | Bloomer, WI | Jun 2015 - May 2018 | 2 |
Bloomer Middle School | Bloomer, WI | Jun 2012 - Jun 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2022 |
- WI
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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