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JK

Joseph D. Keimig

EIGHTH WONDER INVESTMENTS
Fargo, ND 58102
Some features on this profile are disabled
CRD#: 6955307
JK

Professional summary

Joseph Daniel Keimig, who also goes by Joe Keimig, is a registered financial advisor currently at EIGHTH WONDER INVESTMENTS located in Fargo, North Dakota.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Joseph has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Joe Keimig

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Daniel Keimig's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 27, 2021 - Present

EIGHTH WONDER INVESTMENTS

Office #1: 1630 1st Ave N Suite B Pmb 13, Fargo, ND 58102
RIA
CRD#: 310103
Fargo, ND
Past

August 18, 2020 - May 10, 2021

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
Fargo, ND
Past

July 20, 2020 - May 10, 2021

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Fargo, ND
Past

December 6, 2018 - July 21, 2020

OSAIC INSTITUTIONS, INC.

BD
CRD#: 35371
Fargo, ND
Past

June 18, 2018 - December 10, 2018

ALERUS SECURITIES CORPORATION

BD
CRD#: 35947
FARGO, ND

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Minnesota
(8/9/2021)
IAR
North Dakota
(5/27/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/24/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/16/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/18/2018
General Securities Representative Examination

Current Firm

EW
EIGHTH WONDER INVESTMENTS
EIGHTH WONDER INVESTMENTS | EIGHTH WONDER INVESTMENTS LLC

CRD#: 310103 / SEC#:

Minnesota
Registered Investment Advisory firm - (8/9/2021 Approved)
North Dakota
Registered Investment Advisory firm - (8/11/2020 Approved)
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Contact information

Main Address
1630 1st Ave N Suite B Pmb 13, Fargo, ND 58102
Mailing Address
1630 1st Ave N Suite B, Fargo, ND 58102
Phone number
(218) 790-4813
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts165
AUM (Assets Under Management)$ 12,330,662

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

EIGHTH WONDER INVESTMENTS

CRD#: 310103Fargo, ND 58102

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