Advisor at Momentum Independent Network Inc.
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
Momentum Independent Network Inc.
Location
Sioux City, IA 51101
Credentials
Series 63, Series 65
Industry experience
48 years
Financial planning/consulting fixed fees charged quarterly or annually; fees vary depending on scope, complexity, and frequency.
$0 - $249,999: 2.25% annually (Individual Securities Accounts) $0 - $249,999: 1.75% annually (Mutual Fund/ETF/UIT Only Accounts) $250,000 - $499,999: 2.00% annually (Individual Securities Accounts) $250,000 - $499,999: 1.50% annually (Mutual Fund/ETF/UIT Only Accounts) $500,000 - $999,999: 1.75% annually (Individual Securities Accounts) $500,000 - $999,999: 1.25% annually (Mutual Fund/ETF/UIT Only Accounts) $1,000,000+: 1.50% annually (Individual Securities Accounts) $1,000,000+: 1.00% annually (Mutual Fund/ETF/UIT Only Accounts)
If client executes securities transactions through MIN registered representatives, commissions are earned separately and are not credited to advisory fees.
Financial planning hourly fees range from $250 to $500 per hour.
Account minimum: $30,000 or as accepted Fee-only: Financial planning hourly fees range from $250 to $500 per hour; fixed fees charged quarterly or annually, varying by scope and complexity.
Sws Financial Services
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 66
Sioux City, IA
Edward Jones
Series 66
Sioux City, IA
Edward Jones
Series 66
Sioux City, IA
Edward Jones
Series 66
Dakota Dunes, SD
Edward Jones
CFP®, Series 63, Series 66
Dakota Dunes, SD
Edward Jones
Series 66
Sioux City, IA
Edward Jones
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