Cameron Woldt, financial advisor Roselle IL

Cameron Woldt

CRD Number: 6620178
Current Firm: Lpl Financial LLC

Cameron Woldt (CRD# 6620178) is an Investment Advisor Representative working at Lpl Financial LLC in Roselle, IL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Roselle, IL Mar 2021 - Current < 1
Bmo Harris Bank Madison, WI Aug 2018 - Current 3
Bmo Harris Bank Madison, WI May 2017 - Aug 2018 1
Jp Morgan Chase Bank Madison, WI Sep 2016 - May 2017 < 1
Jp Morgan Securities LLC Madison, WI Sep 2016 - May 2017 < 1
Massachusetts Mutual Life Insurance Middleton, WI Jul 2016 - Sep 2016 < 1
Metlife Securities Middleton, WI Mar 2016 - Jul 2016 < 1
Best Buy Madison, WI Sep 2006 - Jun 2016 9
Tds Madison, WI Jan 2016 - Mar 2016 < 1
Scott Appraisal Madison, WI Jan 2015 - Dec 2015 < 1
University Of Wisconsin-madison Madison, WI Jan 2011 - Dec 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2016
Contact Info for Cameron J. Woldt
Phone Number: 704-733-3300
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    268,834
    MILLIONS
  • Total Number of Accounts
    1,055,189
    ACCOUNTS
  • Average Account Value
    $254,773
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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