Jonathan Laventure, financial advisor Spring Green WI
93 score

Jonathan Laventure

CRD 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 7 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Barneveld, WI Jun 2013 - Current 3
The Peoples Community Bank Spring Green, WI Jun 2013 - Current 3
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
Contact Info for Jonathan P. Laventure
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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