Jonathan LaventureCRD Number: 5587341
Current Firm: Lpl Financial LLC
Jonathan Laventure (CRD# 5587341) is an Investment Advisor Representative working at Lpl Financial LLC in Spring Green, WI and has over 8 years of experience in the finance industry.
Sii Investments, Inc.
Ameriprise Financial Services, Inc.
Woodbury Financial Services, Inc.
|Lpl Financial||Barneveld, WI||Jun 2013 - Current||4|
|The Peoples Community Bank||Spring Green, WI||Jun 2013 - Current||4|
|Various Insurance Carriers For W & R Insurance Agencies||Mount Horeb, WI||Nov 2008 - Jun 2013||4|
|Waddell And Reed, Inc.||Madison, WI||Aug 2008 - Jun 2013||4|
|Stevens Design||Middleton, WI||Jul 2008 - Dec 2009||1|
|Unemployed||Verona, WI||May 2008 - Jul 2008||< 1|
|Murray State University Housing||Murray, KY||Jul 2005 - May 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2009|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- 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