Wendy Scholljegerdes is a CFP-designated registered investment advisor, based in Minneapolis, MN, with 26 years of industry experience.
Location
901 3rd Ave S, Minneapolis, MN, 55402-3367
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Wendy owns rental real estate property since 2018, acting as a landlord. This activity requires about 10-20% of her time.
Employment History
Current Registrations
American Enterprise Investment Services INC.Broker
February 2022 - Present · 4 yrs 3 mos
Ameriprise Financial Services, LLC
December 2013 - Present · 12 yrs 5 mos
Ameriprise Financial Services, LLC
February 2008 - Present · 18 yrs 3 mos
Ameriprise Financial Services, LLCBroker
February 2008 - Present · 18 yrs 3 mos
Previous Registrations
American Enterprise Investment Services INC.Broker
August 1999 - February 2008 · 8 yrs 6 mos
State Registrations9 states
ALFLGALAMNMSNMSCTX
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.