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Jeffrey W
Series 66
Fargo, ND
Great Plains Advisory Services LLC
Jeffrey Wallgren is a financial advisor with Great Plains Advisory Services LLC in Fargo, ND, holding a Series 66 designation and 14 years of industry experience. He previously worked at International Assets Investment Management LLC and International Assets Advisory, LLC for 12 years before joining Great Plains Financial Services, LLP and Great Plains Advisory Services LLC in 2024. Great Plains Advisory Services, LLC serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and small businesses. The firm provides discretionary and non-discretionary portfolio management, consulting services, and access to alternative investment vehicles, utilizing fundamental analysis and individualized portfolio construction.
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