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JL

Jennifer L. Lesmeister

LFA
St. Cloud, MN 56301
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CRD#: 6921475
JL

Professional summary


Jennifer L Lesmeister is a registered financial advisor currently at LFA located in St. Cloud, Minnesota and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Alexandria, Minnesota.

Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Jennifer has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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.
1. LARAWAY FINANCIAL ADVISORS INC dba LFA, 1219 33RD STREET SOUTH, ST. CLOUD, MN, 04/2019. AS ADVISORY REP OF A RIA. INV REL-10/MO-10/TRADING. 2.LEAVE A LEGACY CENTRAL MN - CENTRAL MN COMMUNITY FOUNDATION, 101 7TH AVE S, ST CLOUD, MN, 3/2019 AS COMMITTEE MEMBER OF PUBLIC AWARENESS PROGRAM DESIGNED TO INSPIRE AND EDUCATE PEOPLE TO BEYOND THEIR LIFESPAN WHEN DOING GOOD WORKS. NIR - 10/YR - 5/TRADING.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Jennifer L Lesmeister's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

April 18, 2019 - Present

LFA

Office #1: 1219 - 33rd Street South, St. Cloud, MN 56301
RIA
CRD#: 114674
St. Cloud, MN
Current

December 11, 2018 - Present

CAMBRIDGE INVESTMENT RESEARCH, INC.

Office #1: 201 6th Ave East, Alexandria, MN 56308Office #2: 1219 33rd Street South, St. Cloud, MN 56301
BD
CRD#: 39543
Alexandria, MN

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LF
LFA
LARAWAY FINANCIAL ADVISORS, INC. | LFA

CRD#: 114674 / SEC#: 801-63115

RIA
Registered Investment Advisory firm - (5/14/2004 Approved)

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Minnesota
(4/16/2019)
IAR
Minnesota
(4/18/2019)
RR
Wisconsin
(1/4/2021)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/18/2019
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


LF
LFA
LARAWAY FINANCIAL ADVISORS, INC. | LFA

CRD#: 114674 / SEC#: 801-63115

RIA
Registered Investment Advisory firm - (5/14/2004 Approved)
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Contact information


Main Address
1219 - 33rd Street South, St. Cloud, MN 56301
Mailing Address
Phone number
(320) 253-2490
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (5 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LFA ADV BROCHURE (2/4/2025)

Regulatory assets under management


Total Number of Accounts803
AUM (Assets Under Management)$ 309,222,813

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


LFA

CRD#: 114674St. Cloud, MN 56301

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