Jeffrey M Bratz, CFP

Overview

Jeffrey M Bratz is an insurance agent and an investment adviser representative based in Des Moines, IA, with 22 years in the industry.

Years in the industry

22

States registered

1

Carrier appointments

1

Exams passed

1

Contact

2 business emails and 2 phone numbers on file

Registrations and licenses

• Registered in 1 state

• Producer
• Series 63

3 lines of authority, with every state and its dates

Firms

• AndersenCurrent firm
• Hjn AdvisorsCurrent firm

Employment history since 2007

Carriers

1 active carrier appointment

Book and practice

Firm assets under management on file