Louann Schulfer

Current Employers

Employment History

• 02/2009 → Present
  Lpl Financial Llc
  Stevens Point, WI

Previous Registrations

• 2007-04-16 → 2009-02-17
  Investment Advisors International, Inc.
  Stevens Point, WI

Other Businesses

1. 01/27/2009 - Onward and Upward LLC - INV REL - Real Estate Rental - 2% TIME SPENT - Duties include operation and management of properties. 2. 01/27/2009 - Greater Point Homes, LLC - INV REL - Real Estate Rental - 1% TIME SPENT - Duties include operation and management of properties. 3. 12/14/2018 - Schulfer & Associates, LLC Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/28/2018 - 280 Hours Per Month/160 Hours During Securities Trading. 4. 05/02/2023 - No Business Name - Not Investment Related - Stevens Point, WI - Author of Book - Start Date 04/30/2023 - 5 Hours Per Month/0 Hours During Securities Trading 5. 12/04/2023 - Notary - Investment Related - At Reported Business Location(s) - Start Date 03/31/2020 - 0 Hours Per Month/ During Trading 6. 12/07/2023 - Schulfer Investments, LLC - Real Estate Rental - Owner - Investment Related - Stevens Point and Custer, WI - Start Date 12/08/1993 - 1 Hour Per Month/ 0 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-12-20
• S63 Uniform Securities Agent State Law Examination
  2005-01-20

Other Names

• Louann Sankey