Unclaimed
Linda Jean Lahr is an investment advisor representative at Ameriprise Financial Services, LLC, with over 20 years of experience in the financial services industry. Linda is a registered investment advisor in Iowa and has a Series 63, Series 65 and Series 7 licenses. She has worked with Ameriprise Financial Services, LLC since 2003, She previously worked at IDS Life Insurance Company and CUNA Brokerage Services, Inc. Linda specializes in providing financial planning and investment advice to individuals, families, and businesses. She also offers educational seminars on a variety of financial topics. Linda is committed to helping her clients achieve their financial goals and build a secure financial future.
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
IA
11/11/2004 - Present
Ameriprise Financial Services, LLC (WEBSTER CITY IA)
MN
01/12/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
10/05/2000 - 08/18/2003
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
IA
Issued 06/18/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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