Breanne Lynn Vugteveen

Current Employers

Employment History

• 01/2010 → 04/2018
  Lpl Financial Llc
  Grand Rapids, MI
• 04/2018 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2017 → 01/2019
  Crowned Free
  Grand Rapids, MI
• 04/2018 → Present
  Cwm, Llc
  Omaha, NE
• 04/2022 → Present
  Kanai Wealth Management Group
  Grand Rapids, MI

Previous Registrations

• 2010-01-28 → 2018-04-16
  Lpl Financial Llc
  Grand Rapids, MI
• 2008-02-26 → 2009-12-01
  Oppenheimer & Co. Inc.
  Grand Rapids, MI

Other Businesses

1.NAME OF OTHER BUSINESS: CWM, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING, AND ADDITIONAL ADVISORY SERVICES. POSITION/TITLE/RELATIONSHIP: ADMINISTRATIVE ASSISTANT START DATE: 04/2018 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE ASSISTANT 2. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON GROUP PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 02/2018 POSITION/TITLE/RELATIONSHIP: ADMINISTRATIVE ASSISTANT APX NUMBER OF HOURS PER WEEK: 16 APX NUMBER OF HOURS DURING TRADING HOURS: 16 BRIEF DESCRIPTION OF DUTIES: SUPPORT DAILY OPERATIONS 3. NAME OF OTHER BUSINESS: KANAI WEALTH MANAGEMENT GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 04/2022; POSITION/TITLE/RELATIONSHIP: RETIREMENT PLAN RELATIONSHIP MANAGER/REGISTERED ADMIN; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES ; 4. NAME OF OTHER BUSINESS: BETHANY CHRISTIAN SERVICES, INVESTMENT RELATED: NO, ADDRESS: 901 EASTERN AVE NE, GRAND RAPIDS, MI 49503, NATURE OF BUSINESS: NON-PROFIT, START DATE: 01/2025 POSITION/TITLE/RELATIONSHIP: MICHIGAN BOARD PRESIDENT, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: HELP FACILITATE QUARTERLY BOARD MEETINGS, MEET STAFF IN MICHIGAN REGULARLY TO SEE HOW THE BOARD AND BETHANY CAN CONTINUE TO SUPPORT AND ASSIST IN BETHANY C.S. MISSION.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-02-25
• S63 Uniform Securities Agent State Law Examination
  2006-09-19

Other Names

• Breanne Lynn Tenclay
• Breanne Lynn Tenclay