Lonnie E. Gieber
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Lonnie Eugene Gieber, who also goes by Lawrence E Gieber Jr, Lawrence Eugene Gieber Jr, Lonnie Gieber, Gieber, Gieber, was a registered financial professional .
Lonnie is a previously registered financial professional and started their career in finance in 1988. Lonnie had worked at 22 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 20, 2017 - August 2, 2018
SECURE INVESTMENT MANAGEMENT, LLC
October 13, 2015 - April 3, 2017
NATIONWIDE INVESTMENT ADVISORS, LLC
June 2, 2015 - April 3, 2017
NATIONWIDE INVESTMENT SERVICES CORPORATION
October 14, 2014 - March 30, 2015
COUNTRY CAPITAL MANAGEMENT COMPANY
May 31, 2012 - January 10, 2013
STATE FARM VP MANAGEMENT CORP.
May 31, 2011 - May 7, 2012
WADDELL & REED
May 31, 2011 - May 7, 2012
WADDELL & REED
December 23, 2009 - April 11, 2011
MORGAN STANLEY
December 17, 2009 - April 11, 2011
MORGAN STANLEY
January 22, 2008 - December 14, 2009
FINANCIAL PARTNER NETWORK, LLC
November 30, 2006 - December 31, 2007
KMS FINANCIAL SERVICES, INC.
November 30, 2006 - December 31, 2007
KMS FINANCIAL SERVICES, INC.
January 21, 2005 - December 7, 2006
1717 CAPITAL MANAGEMENT COMPANY
December 17, 2004 - December 7, 2006
1717 CAPITAL MANAGEMENT COMPANY
July 2, 2003 - December 11, 2004
VOYA FINANCIAL PARTNERS, LLC
June 6, 2000 - December 11, 2004
VOYA FINANCIAL PARTNERS, LLC
October 11, 1999 - April 18, 2000
MISSIONSQUARE INVESTMENT SERVICES
March 19, 1999 - October 27, 1999
WOODBURY FINANCIAL SERVICES, INC.
August 18, 1998 - February 8, 1999
MML INVESTORS SERVICES, LLC
January 6, 1997 - April 2, 1998
CITISTREET EQUITIES LLC
October 2, 1992 - January 6, 1997
LPL FINANCIAL LLC
January 3, 1992 - October 6, 1992
PACIFIC HARBOR SECURITIES, INC.
November 2, 1990 - February 25, 1992
AVANTAX INVESTMENT SERVICES, INC.
September 18, 1989 - September 4, 1990
IDS LIFE INSURANCE COMPANY
September 18, 1989 - September 4, 1990
AMERIPRISE FINANCIAL SERVICES, LLC
March 29, 1988 - December 15, 1988
AMERICAN CAPITAL CORPORATION
February 3, 1988 - October 4, 1989
MONEY CONCEPTS CAPITAL CORP
Primary Firm SEC Registration
SECURE INVESTMENT MANAGEMENT, LLC
CRD#: 141195 / SEC#: 801-80752
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
SECURE INVESTMENT MANAGEMENT, LLC
CRD#: 141195 / SEC#: 801-80752
Contact information
SEC notice filing (19 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 825 |
| AUM (Assets Under Management) | $ 38,291,887 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
