Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jody? Claim Your ProfileJody McDonough is a financial advisor with over 27 years of experience in the industry. Jody is a Certified Financial Planner™ professional who is registered with Osaic Wealth, Inc. Jody has been a financial advisor for a variety of firms including Woodbury Financial Services, Inc., Thrivent Investment Management Inc., Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, and U.S. Bancorp Investments, Inc. Jody holds both Series 63 and 66 licenses, as well as Series 7 and SIE licenses. Jody works with individuals, families, businesses, and charitable organizations to provide financial planning and investment advice.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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MN
09/25/2024 - Present
Osaic Wealth, Inc. (OAKDALE MN)
MN
01/25/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MN
09/06/2012 - 01/11/2017
THRIVENT INVESTMENT MANAGEMENT INC. (ROSEVILLE MN)
MN
01/03/2011 - 09/05/2012
WELLS FARGO ADVISORS, LLC (SAINT PAUL MN)
MN
04/18/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAINT PAUL MN)
MN
12/01/2001 - 04/15/2005
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NJ
08/13/2001 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
MN
12/17/2000 - 08/31/2001
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CA
12/13/2000 - 08/31/2001
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
11/02/1995 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
BOTH
Issued 06/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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