Breanna HuempfnerCRD Number: 7076803
Current Firm: Lpl Financial LLC
Breanna Huempfner (CRD# 7076803) is an Investment Advisor Representative working at Lpl Financial LLC in Green Bay, WI and has over 2 years of experience in the finance industry.
Lpl Financial LLC
Advisors Management Group Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Lpl Financial, LLC||Green Bay, WI||Feb 2019 - Current||3|
|Capital Credit Union||Green Bay, WI||Feb 2019 - Oct 2021||2|
|Capital Credit Union||Green Bay, WI||Aug 2018 - Feb 2019||< 1|
|Capital Credit Union||Green Bay, WI||Feb 2018 - Aug 2018||< 1|
|Fox Communities Credit Union||Green Bay, WI||Jan 2017 - Feb 2018||1|
|Delaware North Sportservices||Green Bay, WI||Aug 2016 - Sep 2017||1|
|Horizon Community Credit Union||Green Bay, WI||Aug 2014 - Jan 2017||2|
|Townline Pub And Grill||Green Bay, WI||Oct 2015 - Jul 2016||< 1|
|Home Instead Senior Care||Green Bay, WI||Jul 2013 - Sep 2014||1|
|Mcdonalds||Green Bay, WI||Jun 2013 - Aug 2013||< 1|
|Clarity Care||Green Bay, WI||Aug 2012 - Jun 2013||< 1|
|Lutheran Social Services||Appleton, WI||Oct 2011 - Aug 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2019|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management404,176MILLIONS
Total Number of Accounts1,517,995ACCOUNTS
Average Account Value$266,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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