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Jill Naomi Floden

Eide Bailly Advisors, LLC

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About Jill Naomi Floden

Jill Naomi Floden is an investment advisor representative for Eide Bailly Advisors, LLC. Jill has been in the financial services industry for over 20 years and has a wide range of experience in investment advisory services. Jill is registered with the Securities and Exchange Commission (SEC) and holds several professional designations. Eide Bailly Advisors, LLC is a firm that provides investment advisory services to individuals, corporations, and other entities. The firm has offices in several states and is committed to providing its clients with high-quality investment advice.

Firm Information

Jill Floden is currently registered with Eide Bailly Advisors, LLC. Eide Bailly Advisors, LLC is an investment advisor headquartered in Fargo, North Dakota with $1 billion - $10 billion in assets under management. The firm primarily serves high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. They offer advisory services in other areas, but do not provide financial planning or pension consulting.
Eide Bailly Advisors, LLC

4310 17TH AVE S

FARGO, ND 58103

$1.58B

Assets Under Management

78

Total Clients

17

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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only promoter activity

Only promoter activity

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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other

Only promoter activity

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Jill Floden’s Registration & Firm History

ND

01/24/2017 - Present

Eide Bailly Advisors, LLC (FARGO ND)

ND

10/01/2019 - 04/25/2024

EIDE BAILLY SECURITIES, LLC (FARGO ND)

ND

09/29/2015 - 08/11/2023

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (FARGO ND)

ND

01/16/2015 - 10/01/2015

SECURITIES AMERICA, INC. (FARGO ND)

MN

05/09/2008 - 01/28/2015

DORN & CO., INC. (FERGUS FALLS MN)

MN

01/01/2008 - 05/07/2008

WACHOVIA SECURITIES, LLC (MINNEAPOLIS MN)

MN

05/16/2002 - 01/03/2008

A. G. EDWARDS & SONS, INC. (MINNEAPOLIS MN)

MN

04/25/2001 - 05/17/2002

MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)

MN

04/09/2001 - 04/20/2001

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

04/09/2001 - 04/20/2001

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 03/23/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/30/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/11/2018

Series 53 - Municipal Securities Principal Examination

BC

Issued 12/06/2011

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/06/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jill Naomi Floden.
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