LS
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Lawrence Sanfilippo

14 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
33 advisors
Number of Clients
156 clients
Average Client Portfolio
$28.8M average
Assets Under Management
$4.5B

Fee Structure

Financial Planning:Investment management only
One-Time Plan:$1,000 - $150,000
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Location

17117 Oak Drive Ste A, Omaha, NE, 68130

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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 works as a consultant, dedicating about 10-20% of his time to general governmental retirement plan consulting. He also works as a group health salesman and sells fixed insurance and annuity products, spending about 10-20% of his time on this activity.

Employment History
Current Registrations
Alliant Retirement Consulting
October 2025 - Present · 4 mos
Osaic Wealth, INC.Broker
June 2024 - Present · 1 yr 8 mos
Osaic Wealth, INC.
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Securities America Advisors, INC.
May 2021 - June 2024 · 3 yrs 1 mo
Securities America, INC.Broker
May 2021 - June 2024 · 3 yrs 1 mo
Lincoln Financial Advisors Corporation
March 2017 - May 2021 · 4 yrs 2 mos
Lincoln Financial Advisors CorporationBroker
March 2017 - May 2021 · 4 yrs 2 mos
AXA Advisors, LLC
February 2014 - March 2017 · 3 yrs 1 mo
AXA Advisors, LLCBroker
June 2011 - March 2017 · 5 yrs 9 mos
State Registrations16 states
AZCACOFLHIIAILKSMNMONEORTXUTWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Lawrence Sanfilippo - Financial Advisor | TrueAdvisor