Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Milissa? Claim Your ProfileMilissa Hengel is a financial advisor with over 20 years of experience in the industry. Milissa is currently registered with LPL Financial LLC in Wichita, KS. Previously Milissa worked at Cambridge Investment Research, Inc., UMB Financial Services, Inc., CUSO Financial Services, L.P., and Invest Financial Corporation. Milissa has a Series 7, Series 6, Series 63, and Series 65 license. Milissa specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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
KS
05/18/2023 - Present
LPL Financial LLC (WICHITA KS)
KS
10/13/2020 - 05/18/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (WICHITA KS)
KS
07/19/2017 - 07/23/2020
UMB FINANCIAL SERVICES, INC. (Wichita KS)
KS
11/01/2016 - 04/13/2017
CUSO FINANCIAL SERVICES, L.P. (WICHITA KS)
KS
10/09/2013 - 10/07/2016
INVEST FINANCIAL CORPORATION (WICHITA KS)
KS
08/12/2006 - 10/11/2013
BANCWEST INVESTMENT SERVICES, INC. (WICHITA KS)
KS
06/11/2004 - 08/12/2006
INVEST FINANCIAL CORPORATION (WICHITA KS)
NJ
01/29/2003 - 06/13/2003
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
06/26/2001 - 09/18/2002
AXA ADVISORS, LLC (NEW YORK NY)
CA
12/03/1998 - 06/05/2001
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 07/30/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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