Renee Nicole Summers

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 06/2011 → 07/2021
  Waddell & Reed, Inc.
  Grand Island, NE
• 06/2011 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Central City, NE
• 06/2011 → 07/2021
  David Mettenbrink
  Grand Island, NE
• 06/2011 → 07/2021
  Jeremy Ringlein
  Grand Island, NE
• 06/2011 → 07/2021
  Jeff Halloran
  Grand Island, NE
• 06/2011 → 07/2021
  Employment Enterprises Inc
  Manassas, VA
• 07/2021 → Present
  Lpl Financial Llc
  Grand Island, NE

Previous Registrations

• 2011-07-18 → 2021-07-21
  Waddell & Reed
  Savage, MN
  Grand Island, NE
• 2005-02-03 → 2005-07-28
  Ameriprise Financial Services, Llc
  Grand Island , NE

Other Businesses

1- 08/19/2021 - Flatwater Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/16/2020 2- 10/24/2024 - Flatwater Associates - Tax Prep/Accounting/CPA - Admin - Investment Related - At Reported Business Location(s) - Start Date 10/22/2024 - 1 Hour Per Month/ 0 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2011-07-11

Other Names

• Renee Nicole Bankson
• Renee Blase
• Renee Nicole Blase