Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stan? Claim Your ProfileStan Falkenhagen is a financial advisor with over 35 years of experience in the industry. Stan currently works at LPL Financial LLC, a firm with over 20,000 licensed agents and advisors. Stan has held previous positions with Commonwealth Financial Network, H.D. Vest Investment Services, and Marquette Financial Group, Inc. Stan holds Series 63, 65, 7, and SIE licenses and provides financial planning and investment management services to individuals, businesses, and non-profits. Stan is registered in 29 states and has a wide range of experience in helping clients reach 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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2
WI
02/14/2023 - Present
LPL Financial LLC (NEW RICHMOND WI)
MN
10/03/2003 - 08/19/2013
COMMONWEALTH FINANCIAL NETWORK (LAKE ELMOS MN)
TX
04/01/2002 - 10/29/2003
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
MN
12/22/1987 - 04/01/2002
MARQUETTE FINANCIAL GROUP, INC. (MINNEAPOLIS MN)
IA
Issued 06/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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