Jon
Desmidt
F3 Investment Management, LLC
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About this Advisor
Jon Desmidt is a financial advisor who works out of Appleton, Wisconsin with a total of 5 years of relevant experience. Desmidt currently works for F3 Investment Management, LLC. Desmidt has gained experience at Sii Investments, Inc, F3Logic, LLC, Independent Financial Group, LLC and F3 Investment Management, LLC. Desmidt holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and can work in Wisconsin. F3 Investment Management, LLC is an advisory business with a branch in Appleton, Wisconsin. It controls $528 million in total assets between its one customer accounts, placing it among the bigger investment advisory firms in the United States by assets under management. F3 Investment Management, Llc provides portfolio management for institutional clients. Financial advisory fee schedules usually are based on which services the firm provides the client. However, fee types billed by F3 Investment Management, LLC can include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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F3 Investment Management, LLC Brokerage Details
$528,402,549
4
1
$528,402,549
Investment Advisory Services
- Portfolio management for businesses or institutional clients
Jon Desmidt Work History
Jon has been registered as a financial advisor for 5 years.*
F3Logic, LLC
Independent Financial Group, LLC
F3 Investment Management, LLC
Sii Investments, 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 Jon Desmidt 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 F3 Investment Management, LLC
Appleton, WI
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