Jennie Marie Fleming

Employer firm

Hbw Advisory Services LLC CRD 143665

$1.75B regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2005 → 10/2021
  Ameriprise Financial Services, Inc.
  St Charles, IL
• 10/2021 → Present
  Hbw Advisory Services Llc
  Simi Valley, CA

Previous Registrations

• 2004-01-29 → 2021-08-06
  Ameriprise Financial Services, Llc
  St. Charles, IL
  St Charles, IL
  St. Charles, IL

Other Businesses

08/2022 - NOTARY PUBLIC, PREVENT FRAUD AND FORGERY AS AN OFFICIAL AND UNBIASED WITNESS TO THE IDENTITY OF THE PERSON BEFORE ME 09/2022 - WINDFIELD WEALTH ADVISORS LLC, INVESTMENT ADVISOR REPRESENTATIVE, FINANCIAL PLANNNING AND ASSET MANAGEMENT 12/2023 - GREATER WINFILED CHAMBER OF COMMERCE, MEMBER, MONTHLY MEETINGS, RIBBONS CUTTONS AND INCREASE ATTENDENCE. 8/2024 - NEW GENERATION INSURANCE, AGENT, OBTAIN QUOTES FOR LIFE INSURANCE AND LONG TERM CARE INSURANCE 8/2024 - ENCORESTATE PLANS, REFERRING AGENT, TRUSTS AND WILLS 10/2024, Estate Guru, referring client for estate planning services such as the creation of wills and trusts. 1/2025 - TAX ACT PRO, 1040 TAX RETURNS, PREPARE TAX RETURNS ON TAXACT PRO WEBSITE.

Exams

• S66 Uniform Combined State Law Examination
  2004-01-28