Jennifer Dreifuerst, financial advisor Appleton WI

Jennifer Dreifuerst

CRD Number: 5161704
Current Firm: Lpl Financial LLC

Jennifer Dreifuerst (CRD# 5161704) is an Investment Advisor Representative working at Lpl Financial LLC in Appleton, WI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Appleton, WI Mar 2021 - Current 3
Bmo Harris Financial Advisors Appleton, WI Aug 2017 - Current 6
Salem Staffing Buffalo Grove, IL Mar 2017 - Aug 2017 < 1
Sii Investments Appleton, WI Jun 2007 - Feb 2017 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2019
Contact Info for Jennifer L. Dreifuerst
Phone Number: 704-733-3300
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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