Turning Point Financial, LLC
Turning Point Financial, LLC (CRD# 288911) is a financial advisory firm headquartered in Sidney, NE. They manage $22,500,000 in 94 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management23MILLION
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Total Number of Accounts94ACCOUNTS
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Average Account Value$239,362
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NE
Financial Advisors at Turning Point Financial, LLC
1
Jeffrey Jung (CRD# 6808991) is an Investment Advisor Representative working at Turning Point Financial, LLC in Sidney, NE and has 1 year of experience in the finance industry.
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