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Aimee Strand Iverson

NEA MEMBER BENEFITS·GAITHERSBURG, Maryland
Clean recordNEA MEMBER BENEFITS
900 CLOPPER ROAD, GAITHERSBURG, MD 20878-1360CRD# 7999161Firm CRD# 138196

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Aimee Strand Iverson · GAITHERSBURG, MD
Registration
CRD #7999161 · NEA MEMBER BENEFITS
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Aimee Strand Iverson is a registered financial advisor based in GAITHERSBURG, Maryland, affiliated with NEA MEMBER BENEFITS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
NEA MEMBER BENEFITS
NEA MEMBER BENEFITS
AUM
Regulatory assets under management
Employees
93
Total firm employees
Services
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Subscription fees
Other: SEE SCHEDULE D MISCELLANEOUS
Regulatory
SEC/IARD CRD# 7999161
Firm CRD# 138196
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Aimee Strand Iverson offer?
Aimee Strand Iverson is a registered financial advisor in GAITHERSBURG, Maryland. Contact their office for details on services offered.
What are Aimee Strand Iverson's credentials?
Aimee Strand Iverson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Aimee Strand Iverson located?
Aimee Strand Iverson is based in GAITHERSBURG, Maryland, working with NEA MEMBER BENEFITS. Their office serves clients in the GAITHERSBURG metropolitan area and surrounding communities.
How does Aimee Strand Iverson charge for services?
Aimee Strand Iverson's firm is compensated through subscription fees, other: see schedule d miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEA MEMBER BENEFITS?
NEA MEMBER BENEFITS has approximately 93 employees. The firm is registered with the SEC as an investment adviser.
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