Lauri Sperfslage
Lauri Sperfslage is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Middleton, WI, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
7781 Elmwood Avenue, Suite 110, Middleton, WI, 53562
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Lauri owns agricultural land (58.25 acres in CRP/160 acres total) since 2017, dedicating minimal time to it. Lauri is also the owner of Lauri Sperfslage LLC, a support company, and spends minimal time on basic responsibilities as a Raymond James Advisor.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Vision Investment Services, INC.Broker
Financial Network Investment CorporationBroker
Edward JonesBroker
U.S. Bancorp Investments, INC.Broker
Firstar Investment Services,inc.Broker
State Registrations20 states
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.