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Angela Lee Eggum

Edward Jones

Albert Lea, MN

CRD 6281965

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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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-12-27
MN RA APPROVED 2014-04-29
  • TX RA
    APPROVED_RES
    Since 2018-12-27
  • MN RA
    APPROVED
    Since 2014-04-29

Branch Locations

127 S Broadway Ave, Albert Lea, MN 56007-2545 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 01/2014 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-02-28
  • S66 Uniform Combined State Law Examination
    2014-02-28
Designations
  • Certified Financial Planner
Other Names
  • Angela Lee Held
  • Angie Eggum
  • Angie Held
  • Angela Lee Eggum

View on SEC IAPD

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Nearby Investors

Alexander Joel Johnston
DAVID JOHN KLATT
JEFFREY MATTHEW BELTON

Nearby Offices

EDWARD JONES · ALBERT LEA, MN
STATE FARM INVESTMENT MANAGEMENT CORP. · Albert Lea, MN
INTELLICENTS INVESTMENT SOLUTIONS INC · ALBERT LEA, MN

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