Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Ann Vonruden is an investment advisor representative with over 25 years of experience in the industry. Jennifer is currently registered with IAG Wealth Partners, LLC, and has been with the firm since 2003. In addition, Jennifer is also registered with LPL Financial LLC. Jennifer offers a variety of investment advisory services through IAG Wealth Partners, LLC, including financial planning, educational seminars, and portfolio management. She also provides selection of other advisors for clients. Jennifer has a strong commitment to providing personalized service and helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
WI
04/02/2016 - Present
IAG Wealth Partners, LLC (WAUKESHA WI)
WI
08/03/1995 - 12/31/1998
STRONG FUNDS DISTRIBUTORS, INC. (MENOMONEE FALLS WI)
BOTH
Issued 12/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/02/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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