Unclaimed
Annette Funke-thompson is a financial advisor with Edward Jones. Annette has been in the industry since 1997 and has been a registered representative for Edward Jones since 2010. Annette's primary office is located in Maple Plain, Minnesota. Annette also holds a Series 66 and Series 24 license, and is registered to do business in 15 states, including Arizona, California, Florida, Illinois, Kansas, Minnesota, North Carolina, North Dakota, South Dakota, Tennessee, Texas, Washington, and Wisconsin. Annette's specializations include retirement planning, estate planning, education planning, college savings, and insurance. Annette's other business interests include owning a rental property in Rice, Minnesota.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MN
12/27/2018 - Present
Edward Jones (MAPLE PLAIN MN)
MN
12/01/2006 - 12/31/2009
QUESTAR CAPITAL CORPORATION (ST. LOUIS PARK MN)
MN
06/27/1997 - 12/01/2006
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
BOTH
Issued 01/15/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Annette Funke-thompson is the right advisor for you? Invested Better is here to help.