Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dawn? Claim Your ProfileDawn Bembenek is a financial advisor at LPL Financial LLC, with over 20 years of experience in the industry. Dawn is committed to providing personalized financial advice to help her clients achieve their financial goals. She offers a range of services, including financial planning, investment management, and retirement planning. Prior to joining LPL Financial, Dawn held positions at other reputable firms, including CETERA ADVISOR NETWORKS LLC, SECURITIES AMERICA, INC., and VOYA FINANCIAL ADVISORS, INC. Dawn holds Series 63, Series 7, and SIE licenses.
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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WI
04/28/2023 - Present
LPL Financial LLC (AMERY WI)
WI
04/27/2022 - 05/03/2023
CETERA ADVISOR NETWORKS LLC (AMERY WI)
MN
03/10/2020 - 01/22/2021
SECURITIES AMERICA, INC. (EDEN PRAIRIE MN)
MN
02/04/2020 - 03/13/2020
LPL FINANCIAL LLC (WOODBURY MN)
MN
02/18/2020 - 03/09/2020
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
MN
08/10/2017 - 01/28/2020
VOYA FINANCIAL ADVISORS, INC. (ST PAUL MN)
WI
10/26/1998 - 09/02/2015
ROBERT W. BAIRD & CO. INCORPORATED (WAUKESHA WI)
NJ
11/06/1997 - 10/12/1998
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
BC
Issued 11/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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