Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Marie Henslin is an investment advisor representative. Theresa has been in the securities industry since December 27, 2006 and is currently registered with LPL Financial LLC. Theresa has previously been employed by BMO Harris Financial Advisors, Inc., Associated Investment Services, Inc., M&I Financial Advisors, Inc, and Waddell & Reed, Inc. Theresa holds a Series 7, Series 24, and Series 66 license. Theresa specializes in working with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
1
2
WI
03/24/2021 - Present
LPL Financial LLC (APPLETON WI)
WI
04/29/2015 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (APPLETON WI)
WI
09/17/2014 - 04/24/2015
ASSOCIATED INVESTMENT SERVICES, INC. (NEENAH WI)
WI
08/01/2012 - 06/20/2014
BMO HARRIS FINANCIAL ADVISORS, INC. (MADISON WI)
WI
11/08/2006 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (MADISON WI)
WI
07/27/2006 - 09/06/2006
WADDELL & REED, INC. (WAUKESHA WI)
BOTH
Issued 08/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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