Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodi? Claim Your ProfileJodi Engelstad is an experienced financial advisor with over 23 years in the industry. Jodi is a registered representative of Concurrent Investment Advisors, LLC, and has a strong background in providing comprehensive financial planning, investment management, and insurance services. Jodi is committed to helping clients achieve their financial goals, and her previous experience includes working with Wells Fargo Advisors and Edward Jones. Jodi is also the owner of Engelstad Wealth Advisors, an independent firm focused on personalized wealth management solutions. Jodi is committed to providing personalized financial solutions to individuals, families, businesses, and trusts.
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.
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
FL
10/30/2024 - Present
Concurrent Investment Advisors, LLC (TAMPA FL)
IN
03/01/2013 - 08/20/2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (COLUMBUS IN)
IN
04/26/2000 - 03/12/2013
EDWARD JONES (COLUMBUS IN)
BOTH
Issued 10/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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