Advisor at United Advisors America
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
United Advisors America
Location
Platteville, WI
Credentials
Series 63, Series 65
Industry experience
9 years
$0 - $1,500,000: 1.0% annually $1,500,001 - $2,500,000: 0.8% annually $2,500,001+: 0.6% annually
Commission received on insurance, annuity, health and long-term care insurance products sold by representatives acting as insurance agents.
Account minimum: $50,000 per household (effective April 1, 2024 for new clients); no minimum prior to April 1, 2024
United Advisors America Corporation
2017 - Present (9 years)
Alliance America Corporation
2016 - Present (10 years)
Mutual of Omaha Investor Services
2016 - 2016 (1 year)
Mutual of Omaha
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Lancaster, WI
Edward Jones
CFP®, Series 66
Platteville, WI
Edward Jones
Series 66
Platteville, WI
Edward Jones
Series 65
Platteville, WI
Rosemeyer Management Group
Series 65
Platteville, WI
Rosemeyer Management Group
Series 66
Platteville, WI
Rosemeyer Management Group
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