Kong Meng Lee

Current Employers

Employment History

• 03/2013 → Present
  Lpl Financial, Llc
  Plymouth, MN
• 01/2014 → Present
  Vpmw Advisors, Llc
  Plymouth, MN
• 05/2023 → Present
  Ascension Wealth Stewardship Llc
  Plymouth, MN
• 09/2005 → Present
  Kong Meng Lee, Sole Proprietor
  Plymouth, MN

Previous Registrations

• 2009-07-14 → 2012-06-21
  Valic Financial Advisors, Inc.
  Edina, MN

Other Businesses

1. VPWM Advisors LLC; Inv Rel; Plymouth, MN; Registered Investment Advisor; Investment Advisor Representative; Start 01/2014; 160 hrs/mth; 160 hrs/mth during trading; investment advice, asset management, financial planning. 2. LPL Financial LLC; Yes; Fort Mill, SC; Broker-Dealer; Registered Representative; 03/2013; 10/ HRS MO; 10/ HRS MO; Financial recommendations and client transactions in securities markets. 3. Sole Proprietor Independent Insurance Agent; Inv Rel; Plymouth, MN; Insurance; Agent; Start 09/2005; 10 hrs/mth; 10 hr/mth during trading; insurance product sales. 4. Steepleview Rental Property - Investment Related - Woodbury, Minnesota, 55125 - Real Estate Rental - Started 12/2020 - 4 Hours Per Month/0 Hours During Securities Trading. 5. Ascension Wealth Stewardship LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Owner - Start Date 05/02/2023 - 1 Hour Per Month/ 0 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2009-05-20
• S63 Uniform Securities Agent State Law Examination
  2005-06-24

Other Names

• Komeng Lee