Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alicia? Claim Your ProfileAlicia Brooke Lantz is a financial advisor with over 17 years of experience in the industry. Alicia is a Certified Financial Planner™ professional and is currently registered with LPL Financial LLC in Wauwatosa, Wisconsin. Alicia has a history of working with a variety of clients, including individuals, families, businesses, and retirement plans. Prior to joining LPL Financial LLC, Alicia has worked with U.S. BANCORP INVESTMENTS, INC. and Northwestern Mutual Investment Services, LLC. Alicia's areas of expertise include financial planning, investment management, and retirement planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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WI
05/13/2024 - Present
LPL Financial LLC (WAUWATOSA WI)
WI
04/06/2020 - 03/12/2024
U.S. BANCORP INVESTMENTS, INC. (WEST ALLIS WI)
WI
10/05/2017 - 03/30/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Milwaukee WI)
WI
12/10/2007 - 05/31/2017
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IL
05/29/2007 - 12/13/2007
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
IL
01/22/2007 - 05/29/2007
CITICORP INVESTMENT SERVICES (CHICAGO IL)
IL
08/26/2005 - 06/28/2006
AMERIPRISE FINANCIAL SERVICES, INC. (LOMBARD IL)
MN
08/26/2005 - 06/28/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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