Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Marie Oksness is a financial advisor with LPL Financial LLC. Wendy has been in the financial services industry since December 2011. Wendy has a Series 6, Series 7, Series 63, and Series 65 license. Wendy has held previous roles with Wells Fargo Advisors, LLC and Thrivent Investment Management Inc. Wendy is registered to provide investment advice in Alabama, Arizona, Florida, Illinois, Iowa, Kansas, Minnesota, Missouri, Montana, New York, North Carolina, North Dakota, Oregon, South Dakota, Texas, Utah, Washington, Wisconsin, and Wyoming. Wendy specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, and investment clubs.
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
MN
04/07/2021 - Present
LPL Financial LLC (ALEXANDRIA MN)
MN
04/13/2016 - 10/19/2016
WELLS FARGO ADVISORS, LLC (ALEXANDRIA MN)
MN
10/02/2013 - 03/28/2016
THRIVENT INVESTMENT MANAGEMENT INC. (ALEXANDRIA MN)
MN
12/07/2011 - 10/01/2013
WELLS FARGO ADVISORS, LLC (ALEXANDRIA MN)
IA
Issued 06/02/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/06/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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