Linda Wilke is a registered investment advisor at Jones Kertz & Associates, INC., based in Blaine, MN, with 31 years of industry experience. Linda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 44 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Jones Kertz & Associates offers a wrap fee program where you pay a single fee that covers investment advice, account custody, and trading costs. This annual fee is a percentage of the value of your investments, typically ranging from 0.5% to 2%. The exact fee will be detailed in your investment management agreement and is negotiable. JKA may also charge a separate fee for wealth planning services, depending on your needs.
Location
9298 Central Ave Ne, Suite 210, Blaine, MN, 55434
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Linda is an employee of WCMI and a registered principal of WIC Corp, a wholly-owned subsidiary of WCMI. She works as an accountant, dedicating most of her time to WCMI and about 10-20% of her time to WIC Corp.
Employment History
Current Registrations
Jones Kertz & Associates, INC.
Previous Registrations
Wic CORP.Broker
State Registrations1 state
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