Jacquelyn
Notermann

Royal Alliance Associates, Inc

CRD#6167205
Investment Advisor
in Rochester, MN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jacquelyn Notermann is a financial advisor operating in Rochester, Minnesota, with a total of 5 years of industry experience. Notermann is on the advisory team at Royal Alliance Associates, Inc. The advisor has gained experience at Transamerica Financial Advisors, Inc, Bigler Financial Dba: Advanced Financial Consultants, Signator Investors, Inc and Royal Alliance Associates, Inc. Notermann has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Minnesota. Royal Alliance Associates, Inc is a financial advisory firm that has its headquarters in Jersey City, NJ. The company has offices in 1,009 locations and a total of 3,704 advisors. It controls $30 billion in assets across its 149,233 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 191 charitable organizations. Of its 149,233 client accounts, just 11% are associated with high-net-worth clients who have more than $1 million in investable assets. The advisory firm provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules usually depend on the type of financial services provided. Fees charged by Royal Alliance Associates, Inc most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2770 Commerce Drive N.W.
Rochester, MN 55901

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$29,536,149,674

MN Average: $10,121,009,343
Total Number of Employees

3,704

MN Average: 92
Total Number of Accounts

149,233

MN Average: 6,978
Average Account Size

$197,920

MN Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Jacquelyn Notermann Work History

Jacquelyn has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Royal Alliance Associates, Inc

2016 - 2018 (2 years)

Signator Investors, Inc

2013 - 2016 (3 years)

Transamerica Financial Advisors, Inc

2013 - 2013 (< 1 year)

Bigler Financial Dba: Advanced Financial Consultants

*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 Jacquelyn Notermann to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Royal Alliance Associates, Inc

Austen Harvey
Jersey City, NJ
Liam House-Myers
Jersey City, NJ
Samuel Clark
South Jordan, UT
David Whitfield
Mishawaka, IN
Nicholas Adams
Southfield, MI
Joel Morales
Wesley Chapel, FL
Louis Sparacino
Mineola, NY
Phillip Wong
Wayland, MA

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started