Tamara J Langenfeld

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

• 06/2008 → 12/2021
  Cuna Mutual Group
  Waverly, IA
• 06/2008 → 12/2021
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 12/2021 → Present
  Lpl Financial Llc
  Stockton, CA
• 12/2021 → Present
  Valley Strong Credit Union
  Stockton, CA

Previous Registrations

• 2011-10-26 → 2021-12-09
  Cuna Brokerage Services, Inc.
  Stockton, CA

Other Businesses

1)12/2021- Valley Strong Retirement & Wealth Management- DBA for LPL Business (entity for LPL business)-inv related- Stockton, CA

Exams

• S66 Uniform Combined State Law Examination
  2011-09-22

Other Names

• Tamara Joanne Reasor
• Tamara J Brewer