Judith Allione (CRD# 2061645) is an Investment Advisor Representative working at Northrock Partners, LLC in Minneapolis, MN and has over 27 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northrock Partners | San Rafael, CA | Oct 2023 - Current | < 1 |
| Ameriprise Financial Services, Inc. | San Rafael, CA | Sep 2005 - Oct 2023 | 18 |
| Bob & Jeanne Bickenbach | San Rafael, CA | Jun 1994 - May 2019 | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1999 |
- CA
-
Total Assets Under Management5,799MILLIONS
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Total Number of Accounts11,981ACCOUNTS
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Average Account Value$484,001
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, LA, MA, MD, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI
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