Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Patrick Desmidt is a financial advisor with over 25 years of experience in the industry. Jon has a strong background in investments and financial planning, and holds several industry licenses and certifications. Jon is currently registered with Gallagher Fiduciary Advisors, LLC, which is a large firm based in Rolling Meadows, Illinois. In addition, Jon holds several past registrations with firms like Triad Advisors LLC, Independent Financial Group, LLC, Investment Centers of America, Inc., and SII Investments, Inc. Jon has a deep understanding of the financial markets and is committed to providing personalized financial advice to his clients.
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.
See schedule d misc. for explanation
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.
1
2
WI
07/11/2023 - Present
Gallagher Fiduciary Advisors, LLC (Appleton WI)
VA
07/27/2023 - 08/23/2024
TRIAD ADVISORS LLC (Richmond VA)
WI
10/24/2017 - 07/14/2023
INDEPENDENT FINANCIAL GROUP, LLC (APPLETON WI)
WI
04/08/2003 - 03/30/2017
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
07/16/2002 - 03/30/2017
SII INVESTMENTS, INC. (APPLETON WI)
MN
04/13/1999 - 08/06/2002
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
WI
09/03/1998 - 03/19/1999
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
PA
09/18/1997 - 08/24/1998
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 09/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/18/2002
Series 24 - General Securities Principal Examination
BC
Issued 07/22/1999
Series 26 - Investment Company Products/Variable Contracts 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 12/14/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 09/11/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/17/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jon Desmidt is the right advisor for you? Invested Better is here to help.
