Advisor at Assuredpartners Investment Advisors
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
Assuredpartners Investment Advisors
Location
Nashville, IL 62263
Credentials
Series 66
Industry experience
6 years
Financial planning and consulting fees range between $500 and $20,000 fixed annual fees.
Certain supervised persons are licensed insurance agents and registered representatives who receive commissions for selling insurance and securities products outside advisory accounts.
Up to $250 per hour for financial planning and consulting services.
Private Client Services
2024 - Present (2 years)
AssuredPartners Investment Advisors
2024 - Present (2 years)
Kestra Advisory Services LLC
2022 - 2024 (2 years)
Kestra Investment Services LLC
2022 - 2024 (2 years)
Bank of America, N.A.
2017 - 2022 (5 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
2017 - 2022 (5 years)
PNC Bank
2016 - 2017 (1 year)
Darden Restaurants
2016 - 2016 (1 year)
Unemployed
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
ChFC®, Series 66
Centralia, IL
Edward Jones
Series 63, Series 66
Centralia, IL
Edward Jones
CFP®, Series 66
Centralia, IL
Edward Jones
Series 66
Nashville, IL
Edward Jones
Series 65
Centralia, IL
Terrapene Capital
CFP®, Series 63
Nashville, IL
Assuredpartners Investment Advisors
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