Orville N. Lonneman
Professional summary
Orville Nicholas Lonneman is a registered financial professional currently at OAKWOOD CAPITAL SECURITIES, INC. located in Sioux Falls, South Dakota.
Orville is registered as a RR (Registered Representative) and started their career in finance in 1970. Orville has worked at 3 firms and has passed the Series 63, Series 7TO, SIE, Series 1, Series 24 and Series 00 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Orville Nicholas Lonneman's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 19, 1993 - Present
OAKWOOD CAPITAL SECURITIES, INC.
August 3, 1983 - December 31, 1992
ALL AMERICAN MANAGEMENT CORPORATION
October 15, 1970 - August 9, 1983
MARQUETTE FINANCIAL GROUP, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/5/1995)
(8/26/2021)
(1/25/1993)
(1/22/1993)
(1/30/2024)
(1/25/1993)
(3/17/2015)
Exams
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationSeries 1
Date: 12/14/1965
Registered Representative ExaminationSeries 00
Date: 6/9/1970
General Securities Principal ExaminationFINRA
Current Firm
OAKWOOD CAPITAL SECURITIES, INC.
CRD#: 21000 / SEC#: , 8-38631
Contact information
FINRA licenses (51 States and Territories)
Disclosures
| Regulatory Event | 1 |
| Bond | 1 |
Red Flags
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