Unclaimed
Jared Mark Gudenkauf is a financial advisor with over 20 years of experience in the financial industry. Jared is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is licensed in multiple states including Florida, Kansas, Missouri, and Texas. He previously worked with Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Jared has a broad range of experience in financial services, including investment advice, financial planning, and insurance. Jared can assist with retirement planning, investment management, and insurance needs.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
02/25/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (KANSAS CITY MO)
KS
02/17/2003 - 03/03/2011
AMERIPRISE FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
MN
02/17/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/13/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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