Unclaimed
Justin Gullekson is a financial advisor with LPL Financial LLC, providing financial advice and investment services. Justin has a wide range of experience in the financial industry, starting his career in 1995. Justin holds the Series 63, 65 and 7 licenses and is a Certified Financial Planner. Justin is active in the community and currently serves as a committee member for the Decorah Bank & Trust Co. and as Market President of the Decorah Bank. Justin is committed to providing personalized financial advice and investment strategies to help clients achieve their financial goals.
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
11/29/2017 - Present
LPL Financial LLC (DECORAH IA)
IA
11/26/2014 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (DECORAH IA)
MN
05/17/2006 - 12/08/2014
BANCWEST INVESTMENT SERVICES, INC. (BLAINE MN)
MN
11/26/2003 - 05/17/2006
PRIMEVEST FINANCIAL SERVICES, INC. (MABEL MN)
CA
05/02/2001 - 10/09/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
ID
10/16/2000 - 04/30/2001
UNITED HERITAGE FINANCIAL SERVICES, INC. (MERIDIAN ID)
MN
08/08/1995 - 10/19/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/08/1995 - 10/19/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/30/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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