Lori Lea Fuerstenberg

Employer firm

Ipi Wealth Management, Inc. CRD 111872

$2.66B regulatory AUM 26 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2011 → 11/2018
  Kcd Financial, Inc.
  Green Bay, WI
• 12/2012 → 11/2018
  Freedom Investors Corp
  Brookfield, WI
• 11/2018 → Present
  Investment Planners, Inc.
  Decatur, IL

Previous Registrations

• 2011-03-29 → 2018-11-06
  Kcd Financial, Inc.
  Tequesta, FL
  Green Bay, WI
• 2013-02-19 → 2018-11-05
  Freedom Investors Corp.
  Brookfield, WI
  Kaukauna, WI
  Brookfield, WI
  Brookfield, WI
• 2009-03-06 → 2010-06-25
  Raymond James Financial Services Advisors, Inc
  Green Bay, WI
• 2005-03-22 → 2008-03-20
  Rbc Capital Markets, Llc
  Edina, MN
  Edina, MN

Exams

• S66 Uniform Combined State Law Examination
  2000-10-30
• S63 Uniform Securities Agent State Law Examination
  1999-11-15

Other Names

• Lori Lea Hoskins
• Lori Lea Garza
• Lori Lea Fuerstenberg
• Lori Lea Rastall