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Linda Sue Wilke

WCM, INC.·BLAINE, Minnesota
SIE, Series 7, Series 27, Series 63Clean record10 years registeredWCM, INC.
9298 CENTRAL AVE NE, BLAINE, MN 55403CRD# 2151254Firm CRD# 104976

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Linda Sue Wilke · BLAINE, MN
Registration
CRD #2151254 · WCM, INC. · 10 years registered
Brand Profile
Not yet started
01

Career History

JONES KERTZ & ASSOCIATES, INC.
Mar 2016 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 27
Series 63
Registration record
First registered · March 25, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JONES KERTZ & ASSOCIATES, INC.
CRD 104976 · SEC 801-112613
AUM
$181M
Regulatory assets under management
Employees
4
45 client accounts
Services offered by JONES KERTZ & ASSOCIATES, INC.
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at JONES KERTZ & ASSOCIATES, INC. →
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05

Frequently Asked Questions

What services does Linda Sue Wilke offer?
Linda Sue Wilke specializes in Investment Management, Fee-Only Advisory. Contact their office in BLAINE, Minnesota for a consultation.
What are Linda Sue Wilke's credentials?
Linda Sue Wilke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Linda Sue Wilke located?
Linda Sue Wilke is based in BLAINE, Minnesota, working with WCM, INC.. Their office serves clients in the BLAINE metropolitan area and surrounding communities.
How does Linda Sue Wilke charge for services?
Linda Sue Wilke's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WCM, INC.?
WCM, INC. has approximately 4 employees and manages $181M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WCM, INC.

Brian Harold Kertz
BLAINE, MN
Margaret Florence Jones
MINNEAPOLIS, MN
Rose Marie Hanson
MINNEAPOLIS, MN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Minnesota
MINNEAPOLIS (371)EDINA (72)MINNETONKA (69)PLYMOUTH (69)BLOOMINGTON (54)EDEN PRAIRIE (34)ST PAUL (34)ARDEN HILLS (31)SAINT PAUL (30)WAYZATA (29)
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Research
Advisor Fees in MinnesotaNational Fee Analysis
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