Unclaimed
Mark T. Lampereur is a financial professional with over 15 years of experience in the financial services industry. Mark is currently a Registered Representative with Thrivent Investment Management Inc. Mark's prior experience includes roles with Northwestern Mutual Investment Services, LLC, LPL Financial LLC, Associated Investment Services, Inc. and AXA Advisors, LLC. Mark specializes in working with individual clients and providing financial planning services. Mark has a strong commitment to helping 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.
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
WI
07/26/2021 - Present
Thrivent Investment Management Inc. (APPLETON WI)
WI
06/16/2017 - 06/09/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (APPLETON WI)
WI
02/23/2016 - 04/21/2017
LPL FINANCIAL LLC (MENASHA WI)
WI
07/31/2012 - 07/01/2015
ASSOCIATED INVESTMENT SERVICES, INC. (GREEN BAY WI)
WI
08/17/2006 - 08/01/2012
AXA ADVISORS, LLC (GREEN BAY WI)
BOTH
Issued 09/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2021
Series 24 - General Securities Principal Examination
BC
Issued 08/01/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/05/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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