Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Konkol is a financial advisor with over 20 years of experience in the industry. Heather is currently registered with LPL Financial LLC. Heather has experience working with individuals, families, and businesses to develop customized financial plans. Her primary focus is on investment management, retirement planning, and wealth management. Prior to joining LPL Financial LLC, Heather was a financial advisor with BMO Harris Financial Advisors, Inc. and M&I Financial Advisors, Inc.
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
02/18/2022 - Present
LPL Financial LLC (HARTFORD WI)
WI
07/03/2012 - 04/06/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (MILWAUKEE WI)
WI
11/14/2001 - 08/17/2012
M&I FINANCIAL ADVISORS, INC (MILWAUKEE WI)
BOTH
Issued 02/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/15/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/23/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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