Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendi? Claim Your ProfileWendi Strom is a financial advisor with over 20 years of experience in the financial services industry. Wendi is currently registered with Cambridge Investment Research Advisors, Inc. and is a Certified Financial Planner. Wendi is also a licensed insurance agent. Previously, Wendi worked for LPL Financial LLC, Lincoln Financial Securities Corporation, and Charles Schwab & Co., Inc. Wendi provides financial planning, portfolio management, and investment advice to individuals and businesses. Wendi is passionate about helping people 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.
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.
Solicitation fees from 3rd party money managers
1
2
CO
04/23/2021 - Present
Cambridge Investment Research Advisors, Inc. (Denver CO)
CO
04/05/2016 - 04/26/2021
LINCOLN FINANCIAL SECURITIES CORPORATION (DENVER CO)
CO
04/04/2014 - 04/12/2016
LPL FINANCIAL LLC (ENGLEWOOD CO)
CO
07/03/2000 - 04/25/2014
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
CO
03/27/2014 - 03/27/2014
LPL FINANCIAL LLC (ENGLEWOOD CO)
BOTH
Issued 12/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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