Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Gerke is a financial advisor with Ameriprise Financial Services, LLC. Laura has been in the financial services industry since 2007. Laura holds the Series 66, Series 7, and SIE licenses. Laura has experience working with individuals, families, trusts, estates, high net worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. Laura provides asset allocation services, financial planning, educational seminars, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Laura’s office is located in Minneapolis, Minnesota.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
MN
03/03/2013 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
01/31/2018 - 12/06/2019
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (Minneapolis MN)
MN
12/16/2008 - 06/06/2013
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PAUL MN)
CA
05/07/2007 - 08/04/2008
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BOTH
Issued 04/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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