Taylor Renee Lensing

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

• 01/2011 → 05/2018
  South Winneshiek High School
  Calmar, IA
• 08/2018 → 12/2021
  University Of Northern Iowa
  Cedar Falls, IA
• 10/2018 → 12/2021
  University Of Northern Iowa Facilities Management
  Cedar Falls, IA
• 05/2020 → 08/2021
  Pella Real Estate Services
  Pella, IA
• 05/2019 → 03/2020
  Fidelity Bank & Trust
  Ossian, IA
• 01/2021 → 12/2021
  Lincoln Savings Bank
  Cedar Falls, IA
• 12/2021 → Present
  Decorah Bank & Trust
  Decorah, IA
• 02/2022 → Present
  Lpl Financial Llc
  Decorah, IA

Other Businesses

1)02/03/2022 - Wealth Management Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 03/31/2025 - Decorah Bank & Trust - Investment Related - Financial Institution Duty - At Reported Business Location(s) - 1 Hrs/Mth - 1 Hrs During Trading - Start Date: 11/15/2021

Exams

• S66 Uniform Combined State Law Examination
  2022-06-03

Other Names

• Taylor Renee Buchheit
• Taylor Buchheit