Theresa
Hall
Eide Bailly Advisors, LLC
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About this Advisor
Theresa Hall is a certified financial planner based out of Bismarck, North Dakota with 20 years of industry experience. Hall is on the advisory team at Eide Bailly Advisors, LLC. Their career trajectory has included roles at Eide Bailly Financial Services, Eide Bailly Advisors, LLC, Securities America, Inc, Eide Bailly Agency/E4 Brokerage, Everbank, United Planners' Financial Services, Theresa Hall - Property Owner and Theresa Hall, Landlord. Hall has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Arizona, California, Colorado, Florida, Idaho, Iowa, Minnesota, Montana, North Dakota, South Dakota, Texas and Washington. Eide Bailly Advisors, LLC is a firm based out of Fargo, ND. The company has offices in nine locations and a total of 16 people on staff. It controls $1 billion in assets under management among its 2,361 accounts, making it one of the larger investment advisory firms in the country by assets under management. Of its 2,361 customer accounts, 35% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The firm performs a broad range 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 fees largely vary depending on the type of services offered. However, fee types charged by Eide Bailly Advisors, LLC likely include any combination of 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
Theresa Hall Work History
Theresa has been registered as a financial advisor for 20 years.*
United Planners' Financial Services
Eide Bailly Financial Services
Eide Bailly Advisors, LLC
Eide Bailly Agency/E4 Brokerage
Theresa Hall, Landlord
Everbank
Theresa Hall - Property Owner
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 Theresa Hall 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
Mankato, MN
Orem, UT
Fargo, ND
Denver, CO
Walnut Creek, CA
Fargo, ND
Fargo, ND
Minneapolis, MN
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.
