Stephanie Duhrkopf
CRD Number: 5637078Current Firm: United Planners' Financial Services Of America A Limited Partner
Stephanie Duhrkopf (CRD# 5637078) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Sumner, IA and has over 11 years of experience in the finance industry.
CRD# 5204878
Cetera Investment Advisers LLC
CRD# 5622169
Ameriprise Financial Services, LLC
CRD# 4720768
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Insurance Center | Decorah, IA | Dec 2013 - Current | 10 |
| Insurance Center | Decorah, IA | Dec 2013 - Current | 10 |
| United Planners' Financial Services | Scottsdale, AZ | Nov 2013 - Current | 10 |
| Investment Center, Inc. | Independence, IA | May 2013 - Current | 10 |
| Insurance Center | Decorah, IA | Nov 2013 - Jun 2021 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2013 |
- IA
-
Total Assets Under Management9,326MILLIONS
-
Total Number of Accounts43,221ACCOUNTS
-
Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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