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Louise Ozolins

&Partners

Lake Forest , IL

Nashville, TN

Clayton, MO

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Current Employers
&Partners

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-18
IL RA APPROVED 2024-09-13
WI RA APPROVED 2024-09-13
  • TX RA
    APPROVED
    Since 2025-11-18
  • IL RA
    APPROVED
    Since 2024-09-13
  • WI RA
    APPROVED
    Since 2024-09-13

Branch Locations

100 N Field Drive Suite 170, Lake Forest , IL 60045 • United States

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • 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
Wells Fargo Advisors Llc Racine WI 10/2009 11/2016
Wells Fargo Clearing Services, Llc Racine WI 11/2016 02/2023
Wells Fargo Advisors Financial Network, Llc Lake Forest IL 02/2023 09/2024
&Partners Nashville TN 09/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-28
  • S66 Uniform Combined State Law Examination
    2012-08-28

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
BUSS CAPITAL MANAGEMENT, LLC
ISTO ADVISORS, LLC
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC
ROUNDTABLE HEALTHCARE MANAGEMENT, INC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
OBAR WEALTH MANAGEMENT LLC
EDWARD JONES

Other Investors

Allison Marie Ockwood
Kevin G. Rieger
Tommy Pirvu
Nicole Teresa Simmons
DUSTIN L WHITE
Michael John Brady
Samantha Pelligrino McGuire
CAROL H. BUSS

Other Offices

J.P. MORGAN SECURITIES LLC · LAKE FOREST, IL
BUSS CAPITAL MANAGEMENT, LLC · LAKE FOREST, IL
ISTO ADVISORS, LLC · Lake Forest, IL
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC · Lake Forest, IL
ROUNDTABLE HEALTHCARE MANAGEMENT, INC · LAKE FOREST, IL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Lake Forest, IL
OBAR WEALTH MANAGEMENT LLC · LAKE FOREST, IL
EDWARD JONES · LAKE FOREST, IL

More in Lake Forest, IL

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