June
Lonnquist
Eide Bailly Advisors, LLC
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About this Advisor
June Lonnquist is a financial advisor based in Mankato, Minnesota who has 9 years of industry experience. Lonnquist works at Eide Bailly Advisors, LLC. During their career, the advisor has held roles at Securities America, Inc, Eide Bailly Advisors LLC, Eide Bailly Agency/E-4 Brokerage, Eide Bailly Financial Services / Eide Bailly Securities, United Planners' Financial Services and South Bend Township. Lonnquist maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Minnesota. Eide Bailly Advisors, LLC is a registered investment firm headquartered in Fargo, ND. The company has offices in nine locations and a total of 16 people on staff. It manages $1 billion in assets between its 2,361 customer accounts, making it one of the larger firms in the country by assets under management. Of its 2,361 accounts, 35% are associated with high-net-worth individuals who have more than $1 million in investable assets. The company performs a diverse assortment 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 vary depending on the financial services provided. However, fees billed by Eide Bailly Advisors, LLC can include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Eide Bailly Advisors, LLC Brokerage Details
$1,226,838,951
16
2,361
$519,627
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
June Lonnquist Work History
June has been registered as a financial advisor for 9 years.*
United Planners' Financial Services
South Bend Township
South Bend Township
Eide Bailly Advisors LLC
Eide Bailly Agency/E-4 Brokerage
Eide Bailly Financial Services / Eide Bailly Securities
Securities America, Inc
*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 June Lonnquist 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 Eide Bailly Advisors, LLC
Orem, UT
Mankato, MN
Walnut Creek, CA
Denver, CO
Fargo, ND
Fargo, ND
Fargo, ND
Minneapolis, MN
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