Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Altmeyer is a financial advisor with AE Wealth Management, LLC, located in Coeur D'Alene, ID. Jonathan has over 10 years of experience in the financial services industry. Jonathan has a Series 7 and Series 63 license and is registered as an Investment Advisor Representative in Idaho and Washington. Jonathan specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses.
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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ID
10/16/2018 - Present
AE Wealth Management, LLC (Coeur D'Alene ID)
WA
12/16/2016 - 05/10/2017
AMERITAS INVESTMENT CORP. (Spokane WA)
IL
04/28/2016 - 11/08/2016
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
MO
03/17/2014 - 06/13/2014
EDWARD JONES (ST. LOUIS MO)
IA
Issued 03/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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