Cameron WoldtCRD 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.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|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|
Total Assets Under Management268,834MILLIONS
Total Number of Accounts1,055,189ACCOUNTS
Average Account Value$254,773
- 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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