Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Wolterstorff is a financial advisor with Lifemark Securities Corp. Geoffrey has been in the industry since 1996 and holds Series 7 and Series 63 licenses. Geoffrey has worked with a variety of financial institutions, including Ameriprise Financial Services, Inc., Thrivernt Investment Management Inc., Country Capital Management Company, Packerland Brokerage Services, Inc., and Foresters Equity Services, Inc. Geoffrey currently works out of the Eau Claire, WI branch office of Lifemark Securities Corp. Geoffrey specializes in portfolio management, financial planning, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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WI
10/01/2018 - Present
Lifemark Securities Corp. (Eau Claire WI)
CA
03/08/2016 - 09/21/2018
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
WI
12/06/2013 - 10/19/2015
PACKERLAND BROKERAGE SERVICES, INC. (EAU CLAIRE WI)
WI
12/08/2008 - 08/07/2013
COUNTRY CAPITAL MANAGEMENT COMPANY (EAU CLAIRE WI)
WI
11/15/2006 - 11/28/2008
THRIVENT INVESTMENT MANAGEMENT INC. (EAU CLAIRE WI)
WI
03/13/1996 - 11/09/2006
AMERIPRISE FINANCIAL SERVICES, INC. (EAU CLAIRE WI)
MN
03/13/1996 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 04/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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