LR
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Lawrence Romjue

23 Years of Experience
Lincoln, NE
BrokerSells Insurance

Lawrence Romjue is a registered investment advisor at Ameriprise Financial Services, LLC, based in Lincoln, NE, with 23 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

570 Fallbrook Blvd Ste 103, Lincoln, NE, 68521

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Lawrence is an independent insurance broker for multiple companies, starting in 2012. He also owns 50% of L C Romjue Jr Inc and operates rental properties, dedicating minimal time to these activities.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2020 - Present · 5 yrs 9 mos
Ameriprise Financial Services, LLC
August 2020 - Present · 5 yrs 11 mos
Ameriprise Financial Services, LLCBroker
August 2020 - Present · 5 yrs 11 mos
Previous Registrations
Prairie Wealth Advisors, INC.
August 2013 - November 2015 · 2 yrs 3 mos
Macro Financial Advisors, INC
February 2005 - August 2013 · 8 yrs 6 mos
Smith Hayes Advisers INC
January 2005 - January 2005 · 0 mos
Smith Hayes Financial Services CorporationBroker
November 1997 - January 2005 · 7 yrs 2 mos
State Registrations5 states
FLMNNETXWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Lawrence Romjue - Financial Advisor | TrueAdvisor