Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Renae Lauseng is a registered investment advisor representative with AE Wealth Management, LLC in Topeka, Kansas. Heather has been in the financial services industry since December 2021. Heather earned her Series 66, 7TO, and SIE licenses. Heather focuses on providing financial planning and investment advisory services to individuals, corporations, and pension and profit-sharing plans.
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.
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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2
KS
09/29/2022 - Present
AE Wealth Management, LLC (Topeka KS)
BOTH
Issued 09/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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