Jeremy Penkert
Jeremy Penkert is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in New Ulm, MN, with 6 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
525 Center St, New Ulm, MN, 56073
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeremy works as a sports official/umpire for youth baseball, dedicating minimal time. He also operates Midwest Wealth Management as a DBA for his LPL business, spending about a quarter of his time on securities trading. Finally, Jeremy is a notary public, spending minimal time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations6 states
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