Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Bear is an Investment Advisor Representative at AE Wealth Management, LLC and J. Alan Capital Management, LLC. James has been in the financial industry for over 30 years. James has a wide range of experience in financial planning, portfolio management, and insurance. James is passionate about helping his clients achieve their financial goals. James is registered with the state of Minnesota and Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
MN
09/11/2017 - Present
AE Wealth Management, LLC (Maple Grove MN)
MN
09/29/2006 - 12/31/2009
KCD FINANCIAL, INC. (CHAMPLIN MN)
MN
01/16/2001 - 10/02/2006
USALLIANZ SECURITIES, INC. (CHAMPLIN MN)
WI
08/27/1998 - 01/05/2001
SII INVESTMENTS, INC. (APPLETON WI)
IA
01/04/1996 - 08/04/1998
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
IN
06/29/1994 - 04/06/1995
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
NJ
02/27/1989 - 06/28/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
02/22/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
12/02/1987 - 02/13/1989
EQUICO SECURITIES, INC.
NA
12/02/1987 - 02/13/1989
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 11/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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