Jeffrey Wick is a registered investment advisor, based in Fairfield, IA, with 27 years of industry experience.
Location
1776 Pleasant Plain Rd, Fairfield, IA, 52556
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is an advisory representative of a Registered Investment Advisor (RIA) and spends about 10-20% of his time on investment-related activities. He also owns residential rental property, requiring minimal time.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Continuity Partners Group, LLCBroker
Feltl Advisors
Feltl & CompanyBroker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Federated Investment Counseling
Federated Securities CORP.Broker
Van Kampen Funds INC.Broker
Pruco Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.