Jeffrey Hartzell (CRD# 6786927) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Warrenville, IL and has over 6 years of experience in the finance industry.
CRD# 3025408
Primerica Advisors
CRD# 2518026
Calamos Advisors LLC
CRD# 4316392
Spc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Warrenville, IL | Mar 2020 - Current | 4 |
| Ameriprise Financial Services, Inc. | Warenville, IL | Aug 2018 - Mar 2020 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows, IL | Apr 2017 - Aug 2018 | 1 |
| Menards,inc | Plano, IL | Jun 2015 - Mar 2017 | 1 |
| North Central College | Naperville, IL | Aug 2014 - Jun 2015 | < 1 |
| Weston Family Office | Chicago, IL | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2017 |
- IL
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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