Lori Lee Tauring

Current Employers

Employment History

• 10/1993 → 07/2021
  Waddell & Reed, Inc.
  Bloomington, MN
• 11/1993 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Hopkins, MN
• 08/2017 → 03/2019
  710 4Th St N
  Minneapolis, MN
• 09/2019 → 07/2021
  Blue Heron Professional Group, Llc
  Hopkins, MN
• 03/2020 → 07/2021
  Ltr Management Llc
  Hopkins, MN
• 07/2021 → Present
  Lpl Financial Llc
  Bloomington, MN

Previous Registrations

• 1997-08-25 → 2021-07-21
  Waddell & Reed
  Edina, MN
  Savage, MN
  Eagan, MN
  Plymouth, MN
  St Paul, MN
  Bloomington, MN

Other Businesses

1. 06/23/2021 - Blue Heron Professional Group, LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - Bloomington, MN - Start Date:9/17/21 - 40 Hrs/Mth - 0 Hrs During Trading. 2) 06/23/2021 - Blue Heron Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment Related - Bloomington, MN - Start Date:7/20/2021 - 0 Hrs/Mth - 0 Hrs During Trading. 3. 11/10/2022 - Blue Heron Tax Services LLC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Owner - Start Date - 10/18/2022 - 5 Hours Per Month/1 Hours During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-03-26
• S63 Uniform Securities Agent State Law Examination
  1993-10-18

Other Names

• Lori Tauring