Jill Marie Sommers

Current Employers

Employment History

• 04/2013 → 01/2017
  Lpl Financial
  Verona, WI
• 01/2017 → Present
  Harbour Investments, Inc
  Madison, WI
• 01/2017 → Present
  Sommers Financial Services
  Verona, WI

Previous Registrations

• 2013-04-29 → 2017-01-28
  Lpl Financial Llc
  Verona, WI
  San Diego, CA
  Verona, WI
• 2012-08-01 → 2013-05-10
  Bmo Harris Financial Advisors, Inc.
  Madison, WI
• 2005-09-15 → 2012-08-01
  M&I Financial Advisors, Inc
  Madison, WI
  Madison, WI
  Madison, WI
  Madison, WI
  Madison, WI
  Madison, WI
• 2010-04-28 → 2012-04-18
  M&I Investment Management Corp.
  Milwaukee, WI

Other Businesses

1)Sommers Financial Services - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3)Heidemann, LLC | 733 Poplar Way, Verona, WI 53593 | Partner | Description: Entity that holds a membership to a time share | Beginning 2018 | 0 hours per month, 0 hours during trading hours | Unpaid | Not investment related

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-10-14
• S63 Uniform Securities Agent State Law Examination
  1998-12-23

Other Names

• Jill Heidemann
• Jill Marie Heidemann