Best Investors Account Sign in
Inactive

Valerie Ann Lamp

Geneva Partners, LLC

Lake Geneva, WI

Claim This Profile
Current Employers
Geneva Partners, Llc

820 Geneva Parkway North Suite 106, Lake Geneva, WI 53147 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-01-01
  • WI RA
    APPROVED
    Since 2025-01-01

Branch Locations

820 Geneva Parkway North Suite 106, Lake Geneva, WI 53147 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Geneva Parners, Llc Lake Geneva WI 04/2010 Present
Geneva Partners, Llc Lake Geneva WI 02/2016 Present
  • 04/2010 → Present
    Geneva Parners, Llc
    Lake Geneva, WI
  • 02/2016 → Present
    Geneva Partners, Llc
    Lake Geneva, WI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-02-18
S63 Uniform Securities Agent State Law Examination 2000-04-11
  • S65 Uniform Investment Adviser Law Examination
    2016-02-18
  • S63 Uniform Securities Agent State Law Examination
    2000-04-11
Other Names
  • Valerie Ann Koceja
  • Valerie Ann Lamp

View on SEC IAPD

Other Firms

EDWARD JONES
STACKSTONE WEALTH, LLC
BEACON POINTE ADVISORS, LLC
KRAMER INVESTMENT SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
HARBOUR INVESTMENTS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC

Other Investors

SCOTT GREGORY FARROW
Dean Robert Schwefel
LOREN TERRY COOK
THOMAS EUGENE ROWE
MARK STEPHAN MCCURRY
STEVEN PERRY SCHWEFEL
Grant Seitz
Steven Joseph Lois

Other Offices

EDWARD JONES · LAKE GENEVA, WI
STACKSTONE WEALTH, LLC · LAKE GENEVA, WI
BEACON POINTE ADVISORS, LLC · Lake Geneva, WI
KRAMER INVESTMENT SERVICES, LLC · LAKE GENEVA, WI
U.S. BANCORP ADVISORS, LLC · Lake Geneva, WI
HARBOUR INVESTMENTS, INC. · Lake Geneva, WI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LAKE GENEVA, WI
J.P. MORGAN SECURITIES LLC · LAKE GENEVA, WI

More in Lake Geneva, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor