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Jacqueline Lea Case

VIKING FUND MANAGEMENT LLC·MINOT, North Dakota
Series 6, Series 62, Series 63Clean recordVIKING FUND MANAGEMENT LLC
1 MAIN ST NORTH, MINOT, ND 58703CRD# 1052609Firm CRD# 107927

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jacqueline Lea Case · MINOT, ND
Registration
CRD #1052609 · VIKING FUND MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 6
Series 62
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
VIKING FUND MANAGEMENT LLC
CRD 107927 · SEC 801-56605
AUM
$848M
Regulatory assets under management
Employees
5
12 client accounts
Services offered by VIKING FUND MANAGEMENT LLC
Per Form ADV
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at VIKING FUND MANAGEMENT LLC →
Introduction

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Frequently Asked Questions

What services does Jacqueline Lea Case offer?
Jacqueline Lea Case specializes in Investment Management, Fee-Only Advisory. Contact their office in MINOT, North Dakota for a consultation.
What are Jacqueline Lea Case's credentials?
Jacqueline Lea Case is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacqueline Lea Case located?
Jacqueline Lea Case is based in MINOT, North Dakota, working with VIKING FUND MANAGEMENT LLC. Their office serves clients in the MINOT metropolitan area and surrounding communities.
How does Jacqueline Lea Case charge for services?
Jacqueline Lea Case'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 VIKING FUND MANAGEMENT LLC?
VIKING FUND MANAGEMENT LLC has approximately 5 employees and manages $848M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VIKING FUND MANAGEMENT LLC

Matthew Jordan Yale
MINOT, ND
Shannon Doyle Radke
MINOT, ND
Toben Jerome Taft
MINOT, ND
Kraig Erik Klebe
MINOT, ND

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