Quentyn Sego (CRD# 7650126) is an Investment Advisor Representative working at Brokers Financial in Urbandale, IA and has 1 year of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrity Advisor Solutions | Urbandale, IA | Jan 2024 - Current | < 1 |
| Brokers International Financial Services | Urbandale, IA | Aug 2023 - Current | < 1 |
| Wells Fargo Clearing Services, LLC | West Des Moines, IA | Oct 2022 - Aug 2023 | < 1 |
| Wells Fargo Bank, Na | West Des Moines, IA | Oct 2022 - Aug 2023 | < 1 |
| U.s. Bank | Des Moines, IA | Jun 2021 - Oct 2022 | 1 |
| Keybank | Buffalo, NY | Aug 2018 - May 2021 | 2 |
| Veridian Credit Union | West Des Moines, IA | Sep 2016 - Jun 2018 | 1 |
| Hy-vee | Des Moines, IA | May 2013 - Sep 2016 | 3 |
| Des Moines Public Schools | Des Moines, IA | Sep 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2023 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- IA
-
Total Assets Under Management2,000MILLIONS
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Total Number of Accounts11,566ACCOUNTS
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Average Account Value$172,960
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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