Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Fuerstenberg is a financial advisor with IPI Wealth Management, Inc. Lori has been in the financial industry since 2001. She holds the Series 7, 63, 66, 24, 28, 53, 52TO, 99TO, and SIE licenses. Lori is licensed to provide advisory services in 52 states. She also is a board member at the Decatur Habitat for Humanity.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IL
11/13/2018 - Present
IPI Wealth Management, Inc. (DECATUR IL)
WI
04/05/2011 - 11/06/2018
KCD FINANCIAL, INC. (Green Bay WI)
WI
12/11/2012 - 08/28/2017
FREEDOM INVESTORS CORP. (BROOKFIELD WI)
WI
01/16/2009 - 06/25/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (GREEN BAY WI)
MN
05/01/2008 - 07/14/2008
ING FINANCIAL PARTNERS, INC. (MINNEAPOLIS MN)
MN
01/05/2000 - 03/20/2008
RBC CAPITAL MARKETS CORPORATION (EDINA MN)
VT
10/07/1999 - 12/16/1999
EQUITY SERVICES, INC. (MONTPELIER VT)
BOTH
Issued 10/30/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 04/07/2012
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 12/01/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/28/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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