Elizabeth Walek (CRD# 5919252) is an Investment Advisor Representative working at Edward Jones in Sartell, MN and has over 3 years of experience in the finance industry.
CRD# 1280599
Cetera Investment Management LLC
CRD# 4697528
Cetera Investment Advisers LLC
CRD# 5836174
Rbc Capital Markets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| District 742 Sauk Rapids Rice Schools | Sauk Rapids, MN | Aug 2017 - Current | 6 |
| Edward Jones | Sartell, MN | Feb 2015 - Current | 9 |
| Northcrest Gymnastics | Sauk Rapids, MN | Feb 2015 - Jul 2017 | 2 |
| Granite City Gymnastics | Waite Park, MN | Aug 2012 - Jan 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2020 |
- MN
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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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