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Laurel Gai Renkert

LPl Financial LLC

Anchorage, AK

Wasilla, AK

CRD 5785038

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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:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
AK RA APPROVED 2021-07-21
TX RA APPROVED_RES 2021-07-21
  • AK RA
    APPROVED
    Since 2021-07-21
  • TX RA
    APPROVED_RES
    Since 2021-07-21

Branch Locations

3150 C Street, Suite 235, Anchorage, AK 99503 • United States

191 E Swanson Ave, Ste 101, Wasilla, AK 99654 • 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
OrganizationCityStateFromTo
Waddell & Reed, Inc. Anchorage AK 01/2012 07/2021
Various Insurance Carriers For W&R Insurance Agencies Anchorage AK 04/2012 07/2021
Trekner Industries Llc Anchorage AK 01/2014 07/2021
Anchorage South Rotary Anchorage AK 06/2015 06/2020
Anchorage South Rotary Anchorage AK 07/2020 07/2021
Lpl Financial Llc Anchorage AK 07/2021 Present
  • 01/2012 → 07/2021
    Waddell & Reed, Inc.
    Anchorage, AK
  • 04/2012 → 07/2021
    Various Insurance Carriers For W&R Insurance Agencies
    Anchorage, AK
  • 01/2014 → 07/2021
    Trekner Industries Llc
    Anchorage, AK
  • 06/2015 → 06/2020
    Anchorage South Rotary
    Anchorage, AK
  • 07/2020 → 07/2021
    Anchorage South Rotary
    Anchorage, AK
  • 07/2021 → Present
    Anchorage, AK
Previous Registrations
  • 2012-04-02 → 2021-07-21
    Waddell & Reed
    Anchorage, AK
    Anchorage, AK
    Seattle, WA
Other Businesses

1) 07/01/2021 - R+R Financial Partners / R+R Financial Partners / Investment Related / 80% / 3150 C Street ¿ Anchorage, AK 99503 2) 01/01/2014 - Trekner Industries LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 40HR / MO / 3150 C Street Suite 270 Anchorage,AK 99503 3) 06/01/2023 - CRUMP - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 1/1/2022 - 1 Hour Per Month/ 1 Hour During Securities Trading 4) 09/11/2023 - Drive to Thrive: Using Positive Momentum to Create Change in Your Life - Other - Author - Not Investment Related - Home Based - Start Date 09/30/2023 - 1 Hour Per Month/ During Trading 5) 09/04/2025- DBA for LPL Business (entity for LPL business)- Highline Advisors- 30 Hours Per Month- 4 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-30
  • S66 Uniform Combined State Law Examination
    2012-03-30
Other Names
  • Laurel Gai Freemon Renkert

View on SEC IAPD

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