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Jennifer Lynn Giemza

Wealthspire Advisors

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About Jennifer Lynn Giemza

Jennifer Lynn Giemza is a financial advisor at Wealthspire Advisors. Jennifer has been in the financial industry for 14 years. Jennifer has a Series 7, Series 66, and SIE license. Jennifer is a Certified Financial Planner and is also on the Board of Directors of Big Brothers Big Sisters of Dane County. Jennifer's previous experience includes working at BMO Harris Financial Advisors, Inc. and Baker Tilly Capital, LLC.

Firm Information

Jennifer Giemza is currently registered with Wealthspire Advisors. Wealthspire Advisors is an investment advisor based in NEW YORK, NY. They have 155 investment adviser representatives and manage $21,691,716,165 in regulatory assets under management. They offer financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. They serve high-net-worth individuals, corporations or other businesses, charitable organizations, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities.
Wealthspire Advisors

521 FIFTH AVENUE

NEW YORK, NY 10175

$21.69B

Assets Under Management

300

Total Clients

173

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jennifer Giemza’s Registration & Firm History

WI

03/03/2021 - Present

Wealthspire Advisors (Madison WI)

WI

12/01/2014 - 03/08/2021

BMO HARRIS FINANCIAL ADVISORS, INC. (MADISON WI)

WI

10/18/2007 - 11/21/2014

BAKER TILLY CAPITAL, LLC (MADISON WI)

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Licenses & Designations

BOTH

Issued 03/14/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/22/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jennifer Lynn Giemza.
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