JR
JR

Jeremy Michael Remily

17 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
381 clients
Average Client Portfolio
$343K average
Assets Under Management
$130.8M

Fee Structure

Financial Planning:Investment management only
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Location

319 11th Street North, Wahpeton, ND, 58075

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History

Regulatory History (1)
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Criminal
October 2004
Final Disposition
Other Business ActivitiesSells Insurance

Jeremy is the President of Great Plains Capital Mortgage, where he works on mortgage loan origination for about a third of his time. He is also the sole proprietor of Great Plains Capital Investments, an insurance agency, spending about 10-20% of his time offering fixed insurance products.

Employment History
Current Registrations
Intercarolina Financial Services, INC.
November 2018 - Present · 7 yrs 3 mos
Intercarolina Financial Services, INC.
November 2018 - Present · 7 yrs 3 mos
Intercarolina Financial Services, INC.Broker
November 2018 - Present · 7 yrs 3 mos
Previous Registrations
Capital Financial Services, INC.
December 2015 - November 2018 · 2 yrs 11 mos
Capital Financial Services, INC.Broker
December 2015 - November 2018 · 2 yrs 11 mos
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
February 2015 - December 2015 · 10 mos
Bancwest Investment Services, INC.Broker
January 2015 - December 2015 · 11 mos
Invest Financial Corporation
August 2008 - January 2015 · 6 yrs 5 mos
Invest Financial CorporationBroker
May 2008 - January 2015 · 6 yrs 8 mos
State Registrations4 states
FLMNNDSD
AdvisorBrokerBoth
Exams
No exam information available for this advisor.