Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alicia? Claim Your ProfileAlicia Kapus is a financial advisor registered with LPL Financial LLC and holds Series 63, 65, 7TO and SIE licenses. Alicia's career in the financial services industry began in February of 2019. Alicia has experience working at OSAIC WEALTH, INC. and THRIVENT INVESTMENT MANAGEMENT INC. Alicia currently provides services from their office located at 309 1ST STREET NE, STE 102, LITTLE FALLS, MN 56345.
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.
1
2
MN
04/15/2024 - Present
LPL Financial LLC (LITTLE FALLS MN)
MN
08/31/2022 - 04/17/2024
OSAIC WEALTH, INC. (LITTLE FALLS MN)
MN
02/09/2019 - 09/01/2022
THRIVENT INVESTMENT MANAGEMENT INC. (Little Falls MN)
IA
Issued 02/16/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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