Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Dart-nelson is a financial advisor with over 37 years of experience in the industry. Lynn is registered with LPL Financial LLC and has a Series 7, Series 63, and Series 65 license. Lynn holds registrations in 21 states and has a history of working with insurance carriers and financial institutions in the Duluth, MN area. Lynn's experience extends to providing financial and insurance services to individuals, families, and businesses. Lynn specializes in providing investment advice to individuals and families, including retirement planning and college savings. Lynn also offers financial planning services to businesses. Lynn is committed to helping her clients achieve their financial goals.
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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MN
07/21/2021 - Present
LPL Financial LLC (DULUTH MN)
MN
05/23/1985 - 07/21/2021
WADDELL & REED (DULUTH MN)
IA
Issued 06/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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