Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Jean Barry is a financial advisor with LPL Financial LLC in Baraboo, WI. Lori has been in the financial services industry since 2010 and holds a Series 7, Series 63, and Series 65 license. Lori also holds the Chartered Financial Consultant designation. Lori has previously worked with Ameriprise Financial Services, LLC and Thrivent Investment Management Inc. Lori's firm LPL Financial LLC is one of the nation's largest independent broker-dealers and financial advisors with over 17,000 financial advisors and $1 trillion in assets under management. LPL Financial offers a wide range of financial products and services, including investment management, retirement planning, insurance, and estate planning.
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.
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2
WI
09/21/2020 - Present
LPL Financial LLC (BARABOO WI)
WI
07/03/2018 - 09/23/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Platteville WI)
WI
07/08/2015 - 09/24/2018
INVESTMENT PROFESSIONALS, INC. (PLATTEVILLE WI)
WI
06/15/2010 - 07/13/2015
THRIVENT INVESTMENT MANAGEMENT INC. (FENNIMORE WI)
IA
Issued 10/30/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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