Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Marjorie Bakke is a financial professional with over 20 years of experience in the industry. Allison has a broad range of experience, including working with both individuals and businesses. Allison currently holds registrations with LPL Financial LLC in South Dakota and Texas. Previously, Allison was registered with Waddell & Reed in South Dakota. Allison is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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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2
SD
11/19/2021 - Present
LPL Financial LLC (SIOUX FALLS SD)
SD
06/09/2020 - 07/21/2021
WADDELL & REED (SIOUX FALLS SD)
SD
05/29/2003 - 09/27/2010
WADDELL & REED, INC. (SIOUX FALLS SD)
BOTH
Issued 08/03/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/13/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/20/2020
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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