Unclaimed Profile

Vicki Lynn Lubben

RSM MCGLADREY LLC·MINNEAPOLIS, Minnesota

Clean recordRSM MCGLADREY LLC

801 NICOLLET MALL, MINNEAPOLIS, MN 55402-2526CRD# 2991965Firm CRD# 111221

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Vicki Lynn Lubben · MINNEAPOLIS, MN

Registration

CRD #2991965 · RSM MCGLADREY LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Vicki Lynn Lubben is a registered financial advisor based in MINNEAPOLIS, Minnesota, affiliated with RSM MCGLADREY LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CHOREO, LLC

AUM

$16.0B

Regulatory assets under management

Employees

225

Total firm employees

View all advisors at CHOREO, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2991965

Firm CRD# 111221

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Vicki Lynn Lubben offer?

Vicki Lynn Lubben specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MINNEAPOLIS, Minnesota for a consultation.

What are Vicki Lynn Lubben's credentials?

Vicki Lynn Lubben is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Vicki Lynn Lubben located?

Vicki Lynn Lubben is based in MINNEAPOLIS, Minnesota, working with RSM MCGLADREY LLC. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.

How does Vicki Lynn Lubben charge for services?

Vicki Lynn Lubben's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RSM MCGLADREY LLC?

RSM MCGLADREY LLC has approximately 225 employees and manages $16.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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