Lorie Ann Scheibel

Current Employers

Smarter And Wise

Crownsville, MD • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2023-08-01
TX	RA	APPROVED	2023-07-31

MD RA
APPROVED

Since 2023-08-01
TX RA
APPROVED

Since 2023-07-31

Branch Locations

Crownsville, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lincoln Financial Advisors Corporation	Annapolis	MD	12/2014	06/2017
Cambridge Investment Research, Inc.	Fairfield	IA	05/2017	06/2023
Cambridge Investment Research Advisors, Inc.	Fairfield	IA	05/2017	06/2023
Scheibel Planning Solutions, Llc Dba Smarter And Wise	Crownsville	MD	07/2023	Present
Norkus Referrals	Crofton	MD	02/2023	Present
Lorie Scheibel, Sole Proprietor	Crownsville	MD	11/2020	Present
Anne Arundel Community College	Annapolis	MD	01/2018	Present
Howard Community College	Annapolis	MD	01/2018	01/2022
Long And Foster Realtors	Crofton	MD	05/1998	01/2023
Legacy Financial Advisors	Annapolis	MD	05/2017	11/2020

12/2014 → 06/2017

Lincoln Financial Advisors Corporation

Annapolis, MD
05/2017 → 06/2023

Cambridge Investment Research, Inc.

Fairfield, IA
05/2017 → 06/2023

Cambridge Investment Research Advisors, Inc.

Fairfield, IA
07/2023 → Present

Scheibel Planning Solutions, Llc Dba Smarter And Wise

Crownsville, MD
02/2023 → Present

Norkus Referrals

Crofton, MD
11/2020 → Present

Lorie Scheibel, Sole Proprietor

Crownsville, MD
01/2018 → Present

Anne Arundel Community College

Annapolis, MD
01/2018 → 01/2022

Howard Community College

Annapolis, MD
05/1998 → 01/2023

Long And Foster Realtors

Crofton, MD
05/2017 → 11/2020

Legacy Financial Advisors

Annapolis, MD

Previous Registrations

2017-05-23 → 2023-08-03

Cambridge Investment Research Advisors, Inc.

Annapolis, MD

Crownsville,, MD
2014-12-09 → 2017-06-06

Osaic Fa, Inc.

Vienna, VA

Millersville, MD

Annapolis, MD

Vienna, VA

Annapolis, MD

Lutherville, MD
2011-09-30 → 2014-12-16

Equitable Advisors, Llc

Gambrills, MD

Columbia, MD

Columbia, MD
2009-03-11 → 2009-12-31

Pacific West Financial Consultants Inc

Renton, WA

Other Businesses

1) LORI SCHEIBEL, Sole Proprietor, 953 BARGAGNI RD, CROWNSVILLE, MD, 11/2020, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES,12 HR/MO, 12 HR/MO TRADING, Investment Related. 2) ANNE ARUNDEL COMMUNITY COLLEGE, SCHOOL OF CONTINUING EDUCATION AND WORKFORCE DEVELOPMENT, 101 COLLEGE PKWY, ARNOLD, MD, 1/2018, ADJUNCT FACULTY, 2 HR/MO, 0 HR/MO TRADING, Non-Investment Related. 3) NORKUS REFERRALS , 1655 Crofton Blvd, Suite 200, Crofton MD 21114, United States, 02/2023, Agent, Referrals, 1 HR/MO - 0 HR/MO TRADING, Investment Related.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2009-03-03
S63	Uniform Securities Agent State Law Examination	2008-11-14

S65 Uniform Investment Adviser Law Examination

2009-03-03
S63 Uniform Securities Agent State Law Examination

2008-11-14

View on SEC IAPD