Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Wohlers is a financial advisor currently registered with LPL Financial LLC. Brent has been in the financial services industry for over 8 years and has a wide range of experience in providing financial planning and investment advice to individuals, families, and businesses. Brent holds the Series 7, Series 63, and Series 65 licenses as well as the Securities Industry Essentials (SIE) exam. Brent is a dedicated professional who is committed to helping clients achieve their financial goals. Brent has worked for several firms over the years, including Thrivent Investment Management Inc. and CUNA Brokerage Services, Inc.
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
05/18/2022 - Present
LPL Financial LLC (LACROSSE WI)
WI
03/31/2017 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (LACROSSE WI)
MN
11/11/2014 - 03/21/2017
THRIVENT INVESTMENT MANAGEMENT INC. (WINONA MN)
IA
Issued 12/20/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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