Laura Mae Kamps

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

• 10/2006 → 07/2020
  Wea Property & Casualty Insurance Company
  Madison, WI
• 10/2006 → 07/2020
  Wea Investments Services, Inc
  Madison, WI
• 05/2022 → Present
  Lpl Financial Llc
  Lodi, WI
• 10/2020 → Present
  Cuna Brokerage Services Inc.
  Waverly, IA
• 10/2020 → Present
  Cuna Mutual Group
  Waverly, IA
• 07/2020 → 10/2020
  Unemployed
  Madison, WI

Previous Registrations

• 2020-11-23 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Madison, WI
  Madison, WI
  Lodi, WI
• 2017-06-02 → 2020-08-24
  Wea Financial Advisors, Inc.
  Madison, WI

Other Businesses

1. 05/18/2022-Investor Guidance Center- Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-02
• S63 Uniform Securities Agent State Law Examination
  2004-09-25

Other Names

• Laura Mae Olson