Unclaimed
Curt Renkemeyer is a financial advisor at LPL Financial LLC, a firm with over 168,000 clients and more than $50 billion in assets under management. Curt has been in the financial services industry since 1997 and holds the Series 6, Series 63 and SIE licenses. Curt's experience and expertise in financial planning and portfolio management, along with his commitment to client satisfaction, makes him a valuable asset to LPL Financial.
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
MO
09/08/2009 - Present
LPL Financial LLC (JEFFERSON CITY MO)
MO
03/19/1997 - 09/08/2009
MUTUAL SERVICE CORPORATION (JEFFERSON CITY MO)
BC
Issued 04/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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