Cari Lynn Henning

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2012-07-23 → 2013-01-03
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2010-04-28 → 2011-02-08
  M&I Investment Management Corp.
  Milwaukee, WI
• 2008-04-01 → 2010-03-30
  M&I Financial Advisors, Inc
  Beloit, WI
  Delavan, WI
  Beloit, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-07-24
• S63 Uniform Securities Agent State Law Examination
  2003-10-09

Other Names

• Cari L. Pohl
• Cari L Pohl