Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lonnie? Claim Your ProfileLonnie Vollrath is a financial advisor who has been in the industry since 1987. Lonnie is currently registered with LPL Financial LLC and is licensed in 20 states. Lonnie holds Series 7 and Series 63 licenses as well as the SIE exam. Prior to LPL Financial LLC, Lonnie was registered with National Planning Corporation, AIG Financial Advisors, Inc., SunAmerica Securities, Inc., Anchor National Financial Services, Inc., and Integrated Resources Equity Corporation. Lonnie has a strong track record of providing financial advice to individuals, businesses, and institutions.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
11/29/2017 - Present
LPL Financial LLC (LITTLETON CO)
CO
11/17/2008 - 11/29/2017
NATIONAL PLANNING CORPORATION (DENVER CO)
CO
10/31/2005 - 11/18/2008
AIG FINANCIAL ADVISORS, INC. (LITTLETON CO)
AZ
05/19/1992 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
07/14/1988 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
12/17/1985 - 03/17/1987
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 09/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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