Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lonn? Claim Your ProfileLonn Sander Ensing is an investment advisor representative with Stifel, Nicolaus & Company, Inc. Lonn has been in the industry since March 1998 and has a broad range of experience in financial services. Lonn is registered with the state of Oregon and Texas. Lonn previously worked with D.A. Davidson & CO., RBC CAPITAL MARKETS CORPORATION, MCDONALD INVESTMENTS INC., and ROBERT W. BAIRD & CO. INCORPORATED. Lonn is a highly experienced professional with a strong commitment to providing exceptional service to clients.
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.
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.
1
2
OR
02/29/2024 - Present
Stifel, Nicolaus & Company, Inc. (PORTLAND OR)
OR
12/09/2010 - 03/04/2024
D.A. DAVIDSON & CO. (PORTLAND OR)
TX
11/08/2004 - 03/01/2010
RBC CAPITAL MARKETS CORPORATION (HOUSTON TX)
OH
03/31/2003 - 11/15/2004
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
WI
06/19/1997 - 04/02/2003
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 02/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/30/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2007
Series 3 - National Commodity Futures Examination
BC
Issued 06/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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