Jeffrey
Neisler
Momentum Independent Network Inc
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About this Advisor
Jeffrey Neisler is a certified financial planner who works out of Bentonville, Arkansas with a total of 14 years of relevant experience. Neisler is currently employed by Momentum Independent Network Inc. They have spent all of their time as a financial advisor at Momentum Independent Network Inc. Neisler holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Arkansas, California, Colorado, Florida, Missouri, Oklahoma and Texas. Momentum Independent Network Inc is a registered investment firm that has its headquarters in Dallas, TX. It has offices in 93 locations and a total of 140 advisors. It oversees $825 million in assets under management among its 3,028 customer accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm serves seven charities and foundations. Of its 3,028 client accounts, just 8% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm performs a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees vary depending on the type of services offered. However, fees charged by Momentum Independent Network Inc can consist of any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Momentum Independent Network Inc Brokerage Details
$824,546,760
140
3,028
$272,307
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jeffrey Neisler Work History
Jeffrey has been registered as a financial advisor for 14 years.*
Sws Financial Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Neisler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
