Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Maren Opperman is a financial advisor with LPL Financial LLC. Heather has been in the financial services industry since 2001 and has a Series 6 license, a Series 63 license and a SIE license. Heather also has experience at Investment Centers of America, Inc. and Thrivent Investment Management Inc. in the past. Heather is registered with the state of Wisconsin. LPL Financial LLC is a registered investment advisor with over $463 billion in regulatory assets under management. The firm offers a wide range of financial services, including financial planning, investment management, and retirement planning.
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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2
WI
11/29/2017 - Present
LPL Financial LLC (NEW LONDON WI)
WI
03/08/2004 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (NEW LONDON WI)
MN
04/09/2001 - 02/10/2004
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
BC
Issued 06/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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