Advisor at Advanced Advisor Group, LLC
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
Advanced Advisor Group, LLC
Location
Owatonna, MN 55060
Credentials
Series 63, Series 65
Industry experience
4 years
$0 - $210,000: 1.04% annually (0.26% quarterly) $210,001 - $500,000: 0.96% annually (0.24% quarterly) $500,001 - $1,000,000: 0.88% annually (0.22% quarterly) $1,000,001 - $3,000,000: 0.80% annually (0.20% quarterly) $3,000,001 - $5,000,000: 0.72% annually (0.18% quarterly) $5,000,001 - $10,000,000: 0.68% annually (0.17% quarterly) $10,000,001+: 0.60% annually (0.15% quarterly)
Commissions earned through affiliated Broker/Dealer (AAGBD) on securities transactions; also commissions on insurance products through affiliated insurance agencies.
Up to $195/hour (negotiable) for consulting services excluding asset management.
EFS Advisors
2021 - Present (5 years)
Advanced Advisor Group LLC
2021 - Present (5 years)
Owatonna ISD 761
1993 - Present (33 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Owatonna, MN
Edward Jones
CFP®, Series 63, Series 66
Owatonna, MN
Edward Jones
Series 66
Owatonna, MN
Edward Jones
CFP®, Series 63, Series 66
Owatonna, MN
Edward Jones
CFP®, Series 63, Series 66
Waseca, MN
Edward Jones
CFP®, ChFC®, Series 63, Series 65
Owatonna, MN
PharmD Financial Planning LLC
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