Brittany Koch
Brittany Koch is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Jackson, MN, with 14 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
509 3rd St, Jackson, MN, 56143
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Regulatory History
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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Brittany operates Midwest Wealth Management as a DBA for her LPL business, dedicating full-time hours to it. She is also a Notary Public for the State of Minnesota, spending minimal time on this activity.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Sii Investments, INC.
Sii Investments, INC.Broker
UBS Financial Services INC.Broker
Sii Investments, INC.Broker
State Registrations30 states
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