Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Sue Peperkorn is a financial advisor with LPL Enterprise, LLC in Wauwatosa, Wisconsin. Wendy has been in the financial services industry since 1994. Wendy is registered with the state of Wisconsin.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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WI
11/14/2024 - Present
LPL Enterprise, LLC (SUSSEX WI)
WI
08/05/2013 - 12/31/2014
SII INVESTMENTS, INC. (PEWAUKEE WI)
WI
05/18/2011 - 07/25/2013
ARTISAN PARTNERS DISTRIBUTORS LLC (MILWAUKEE WI)
WI
01/03/2002 - 07/06/2007
RELIANT TRADING (ST. FRANCIS WI)
WI
04/04/2003 - 03/05/2007
SHEPHERD TRADING LIMITED (ST. FRANCIS WI)
WI
02/02/1999 - 09/05/2000
M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)
WI
08/01/1994 - 01/01/1999
STRONG FUNDS DISTRIBUTORS, INC. (MENOMONEE FALLS WI)
BC
Issued 03/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/06/2023
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/17/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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