Ashley Van Roekel (CRD# 7184255) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sioux Center, IA and has over 3 years of experience in the finance industry.
CRD# 6638558
Edward Jones
CRD# 6357291
Cambridge Investment Research Advisors, Inc.
CRD# 4666954
Eagle Strategies LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Investment Advisers LLC | Sioux Center, IA | Feb 2021 - Current | 3 |
American State Bank | Sioux Center, IA | Jun 2020 - Current | 3 |
Cetera Investment Services LLC | St.cloud, MN | Jun 2020 - Current | 3 |
Oc Fit | Orange City, IA | Apr 2016 - Current | 8 |
Terrace View Event Center | Sioux Center, IA | Sep 2012 - Sep 2019 | 7 |
Robin's School Of Dance | Sioux Center, IA | Jun 2017 - Dec 2018 | 1 |
Unity Christian High School | Orange City, IA | May 2017 - Jul 2017 | < 1 |
Sioux Golf Country Club | Alton, IA | May 2013 - Sep 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2020 |
S65 | NASAA Investment Advisors Law Examination | Feb 2021 |
- IA
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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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