Loren William Beaudette

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2023 → Present
  Equitable Advisors Llc
  New York, NY
• 07/2022 → 05/2023
  4 Sisters Wine Bar And Tapas Reasturant
  La Crosse, WI
• 05/2022 → 09/2022
  Freighthouse Reasturant
  La Crosse, WI
• 03/2021 → 06/2022
  Big Al's Pizza
  La Crosse, WI
• 11/2020 → 03/2021
  Kwik Trip
  Onalaska, WI
• 05/2020 → 09/2020
  Walmart
  Chippewa Falls, WI
• 09/2019 → 05/2020
  University Of Wisconsin La-Crosse
  La Crosse, WI
• 10/2018 → 09/2019
  Chippewa Falls Senior Highschool
  Chippewa Falls, WI
• 07/2017 → 10/2018
  Mason Shoe Retail Store
  Chippewa Falls, WI
• 09/2015 → 07/2017
  Chippewa Falls Senior Highschool
  Chippewa Falls, WI

Exams

• S66 Uniform Combined State Law Examination
  2023-09-28

Other Names

• Loren William Beaudette
• Loren W Beaudette