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SR

Sandra L. Riege

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CRD#: 6484976
SR

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.

Sandra Lyn Riege, who also goes by Sandra Lyn Petersen, was a registered financial professional .

Sandra is a previously registered financial professional and started their career in finance in 2015. Sandra had worked at 1 firm and has passed the Series 28 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Sandra Lyn Petersen

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 9, 2015 - December 31, 2017

THREE LAKES SECURITIES, LLC

BD
CRD#: 152147
MADISON, WI

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


Principal/Supervisory Exam
RR
Series 28
Date: 7/9/2015
Introducing Broker/Dealer Financial Operations Principal Examination

Current Firm


TL
THREE LAKES SECURITIES, LLC
THREE LAKES SECURITIES, LLC

CRD#: 152147 / SEC#: , 8-68429

BD
Terminated by SEC on 01/26/2018
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Contact information


Main Address
828 John Nolen Drive, Madison, WI 53713
Mailing Address
Phone number
Established
Wisconsin since 08/27/2009
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
M3 INSURANCE SOLUTIONS, INC.MEMBER
CHAMBAS, COREY ALLYNDIRECTOR
CLARK, JEFFREY SCOTTDIRECTOR6426176
DONLEY, ELIZABETH LEAROGGENSACKDIRECTOR2040722
FREDRICK, JACQUELYNDIRECTOR6424727
GOLDEN, THOMAS JOHNELECTED MANAGER
HENDERSON, CHRISTOPHER ROBINELECTED MANAGER & CCO3266542
RIEGE, SANDRA LYNFINOP6484976
VALENTYN, TIM ROBERTDIRECTOR
VICTORSON, MICHAEL EDIRECTOR
YEAGER, JAMES HOWARDDIRECTOR1310957

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.

Company Information


THREE LAKES SECURITIES, LLC

CRD#: 152147

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