Unclaimed
Anton Hessner is an Investment Advisor Representative with LPL Financial LLC. Anton has been in the financial industry since 2003, having worked for a number of firms, including BMO Harris Financial Advisors, Inc., M&I Financial Advisors, Inc, and Landaas & Company. Anton is a licensed representative in 52 states and the District of Columbia, and holds a Series 6, 7, 63, and 65 license as well as the SIE exam. Anton's specializations include financial planning, portfolio management for individuals and businesses, and pension consulting.
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
WI
03/24/2021 - Present
LPL Financial LLC (BROOKFIELD WI)
WI
08/01/2012 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (BROOKFIELD WI)
WI
04/10/2006 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (WAUKESHA WI)
WI
04/07/2005 - 04/07/2006
LANDAAS & COMPANY (MILWAUKEE WI)
MN
10/16/2003 - 03/25/2005
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
WI
03/11/1999 - 04/05/1999
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
IA
Issued 06/13/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/11/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Anton Hessner is the right advisor for you? Invested Better is here to help.