Laurie Wiley (CRD# 5841023) is an Investment Advisor Representative working at Lpl Financial LLC in Blue Springs, MO and has over 13 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Blue Springs, MO | Jul 2021 - Current | 2 |
| Hoot Owl Financial, LLC | Blue Springs, MO | Jul 2020 - Jul 2021 | 1 |
| Truman Heritage Habitat For Humanity | Independence, MO | Jan 2020 - Jul 2021 | 1 |
| Independence On A Roll Working Group Committee | Independence, MO | Oct 2019 - Jul 2021 | 1 |
| City Of Indep Economic Dev And Incentive Commission | Independence, MO | Mar 2019 - Jul 2021 | 2 |
| Truman Heritage Habitat For Humanity | Independence, MO | Sep 2018 - Jul 2021 | 2 |
| Independence Chamber Of Commerce | Independence, MO | Jan 2018 - Jul 2021 | 3 |
| Junior Service League Of Independence | Independence, MO | Jun 2017 - Jul 2021 | 4 |
| Independence Chamber Of Commerce | Independence, MO | Apr 2017 - Jul 2021 | 4 |
| Charles Dale | Blue Springs, MO | Mar 2017 - Jul 2021 | 4 |
| Justin Larkin | Blue Springs, MO | Mar 2017 - Jul 2021 | 4 |
| City Of Independence | Independence, MO | Sep 2016 - Jul 2021 | 4 |
| William Jewell College Career Mentor Commission | Liberty, MO | Oct 2014 - Jul 2021 | 6 |
| Various Insurance Carriers For W & R Insurance Agencies | Independence, MO | Jul 2011 - Jul 2021 | 10 |
| Waddell & Reed Inc. | Blue Springs, MO | Sep 2010 - Jul 2021 | 10 |
| Independence School District- Academies | Independence, MO | Aug 2016 - May 2021 | 4 |
| Junior Service League Of Independence | Independence, MO | Aug 2016 - May 2017 | < 1 |
| Junior Service League Of Independence | Independence, MO | Jun 2015 - Jul 2016 | 1 |
| Linking Kc | Olathe, KS | Aug 2014 - May 2015 | < 1 |
| Nerium International LLC | Addison, TX | May 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2011 |
- MO
- TX
- WA
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Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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