Unclaimed
Gary Hayenga is an investment advisor representative at LPL Financial LLC. Gary has been in the financial services industry since 1993 and has a broad range of experience. Gary has worked for several firms during his career, including Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, and Uvest Investment Services. Gary holds the Series 7, Series 63, and Series 66 securities licenses and is registered in Iowa, Illinois, Minnesota, and Wisconsin. Gary offers financial planning services to individuals, families, and businesses.
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
IA
05/11/2022 - Present
LPL Financial LLC (AMES IA)
IA
03/02/2017 - 07/15/2020
WELLS FARGO CLEARING SERVICES, LLC (DAVENPORT IA)
IA
06/02/2015 - 02/14/2017
LPL FINANCIAL LLC (DAVENPORT IA)
IL
01/03/2011 - 03/24/2015
WELLS FARGO ADVISORS, LLC (MORRISON IL)
IL
12/18/2003 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MORRISON IL)
NC
06/18/2001 - 05/17/2002
UVEST INVESTMENT SERVICES (CHARLOTTE NC)
MN
04/05/1999 - 08/26/1999
OFFERMAN & COMPANY (MINNEAPOLIS MN)
MN
05/26/1993 - 07/31/1997
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
BOTH
Issued 04/07/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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