Taylor
Lensing
Lpl Financial LLC
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About this Advisor
Taylor Lensing is a financial advisor based in Decorah, Iowa, working with Lpl Financial LLC. Taylor has previously held positions at South Winneshiek High School, University Of Northern Iowa, University Of Northern Iowa Facilities Management, Pella Real Estate Services, Fidelity Bank & Trust, Lincoln Savings Bank, Decorah Bank & Trust, and Lpl Financial LLC. Taylor has passed the Series 66 regulatory exam and is registered to provide services in Iowa. Currently, Taylor is part of Lpl Financial LLC, which operates out of Decorah, Iowa. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Taylor Lensing Work History
Lpl Financial LLC
Decorah Bank & Trust
Lincoln Savings Bank
Pella Real Estate Services
Fidelity Bank & Trust
University Of Northern Iowa
University Of Northern Iowa Facilities Management
South Winneshiek High School
Disclosures
Please visit the SEC profile of Taylor Lensing to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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