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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Ann Stanek is an investment advisor representative with LPL Financial LLC, registered in Wisconsin. Laura has over 29 years of experience in the financial services industry and has been with LPL Financial LLC since December 2018. Before that, Laura was with Raymond James Financial Services, Inc. Laura holds Series 7, 63, and 65 securities licenses. Laura has specialized experience with the following client types: corporations or other businesses, individuals other than high-net-worth, high-net-worth individuals, charitable organizations, 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.
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
12/07/2018 - Present
LPL Financial LLC (BARABOO WI)
WI
12/01/2014 - 12/11/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (BARABOO WI)
WI
11/10/2003 - 12/01/2014
SII INVESTMENTS, INC. (BOSCOBEL WI)
CA
07/31/2002 - 11/25/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
08/20/1997 - 07/30/2002
MARQUETTE FINANCIAL GROUP, INC. (MINNEAPOLIS MN)
MN
01/20/1993 - 08/20/1997
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
IA
Issued 03/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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