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
Kronenwetter, WI
Credentials
Series 65
Industry experience
2 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
2024 - Present (2 years)
Alliance America
2024 - Present (2 years)
Aaa
2023 - 2023 (1 year)
Woodbury Financial Services INC
2022 - 2023 (1 year)
Northwestern Mutual Investment Services LLC
2022 - 2023 (1 year)
Northwestern Mutual Life Insurance Company
2022 - 2023 (1 year)
Clark County Rehab and Living Center
2018 - 2022 (4 years)
Creekside Convinience
2017 - 2018 (1 year)
Paulas Country Diner
2016 - 2017 (1 year)
Student
2011 - 2016 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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