Unclaimed
Laura Brockmeyer is a financial professional with over 2 years of experience in the industry. Laura has a strong background in securities, having passed both the Series 7 and Series 63 exams. Laura is currently registered with Charles Schwab & Co., Inc. in Nebraska and has previously been registered with TD Ameritrade Clearing, Inc. Laura's professional experience and certifications demonstrate a commitment to providing clients with a high level of financial guidance and support. Laura offers financial planning and investment advisory services.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NE
10/18/2021 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
06/03/2019 - 10/20/2021
TD AMERITRADE CLEARING, INC. (OMAHA NE)
BC
Issued 07/15/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2020
Series 24 - General Securities Principal Examination
BC
Issued 06/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Laura Brockmeyer is the right advisor for you? Invested Better is here to help.