Leah Fink (CRD# 5709885) is an Investment Advisor Representative working at Lpl Financial LLC in Cottage Grove, WI and has over 7 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Cottage Grove, WI | Sep 2018 - Current | 5 |
| Unemployed | Cottage Grove, WI | Mar 2018 - Sep 2018 | < 1 |
| Sii Investments Inc. | Appleton, WI | Feb 2017 - Mar 2018 | 1 |
| Texas Roadhouse | Madison, WI | Nov 2016 - Feb 2017 | < 1 |
| Madison Area Technical College | Madison, WI | Aug 2016 - Jan 2017 | < 1 |
| Unemployed | Cottage Grove, WI | Jun 2016 - Aug 2016 | < 1 |
| Mml Investors Services | Madison, WI | Jun 2012 - Jun 2016 | 4 |
| Massmutual Financial Group | Madison, WI | Jan 2008 - Jun 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2017 |
| S63 | Uniform Securities State Law Examination | Jun 2016 |
- IL
- LA
- TX
- WI
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Total Assets Under Management463,475MILLIONS
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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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