Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jillian? Claim Your ProfileJillian Marie Kammerer is a financial advisor with OneDigital Investment Advisors. Jillian has been in the financial services industry since 2017. She is registered with the state of Minnesota. Jillian specializes in providing financial planning, pension consulting, and portfolio management services. She holds both Series 6 and Series 63 licenses. She has a strong track record of 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.
Guidance on pension options to ensure a secure financial future.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
01/25/2024 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
MN
08/02/2023 - 08/23/2024
TRIAD ADVISORS LLC (Minnetonka MN)
OR
01/05/2023 - 06/23/2023
STANCORP EQUITIES, INC. (PORTLAND OR)
MN
03/21/2017 - 12/31/2022
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
IA
Issued 01/25/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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