Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauri? Claim Your ProfileLauri Sperfslage is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Middleton, WI. Lauri Sperfslage has over 20 years of experience in the financial services industry. Lauri Sperfslage specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and retirement plans. Lauri Sperfslage has a strong understanding of the financial markets and a commitment to helping 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WI
11/04/2009 - Present
Raymond James Financial Services Advisors, Inc. (Middleton WI)
WI
07/25/2007 - 11/03/2009
UVEST FINANCIAL SERVICES GROUP, INC. (MIDDLETON WI)
WI
04/14/2005 - 07/24/2007
VISION INVESTMENT SERVICES, INC. (JANESVILLE WI)
CA
10/28/2004 - 04/13/2005
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MO
02/27/2004 - 07/27/2004
EDWARD JONES (ST. LOUIS MO)
MN
12/01/2001 - 02/24/2004
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NJ
08/21/2001 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
BOTH
Issued 01/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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