About Lori
Lori is the Vice President and Director of Operations of Integrated, Inc. - Wealth Advisors. She joined the firm in 1991. Her primary responsibilities include advisor supervision and firm management of the planning process. She has worked in the financial services industry since 1988, beginning her financial career designing structured settlements for personal injury claims. Lori attended Normandale Community College, with a focus on Accounting and Economics and has obtained her Minnesota Insurance License. She also has earned the following securities registrations: General Securities Series 7, Principal Series 24 and State Registrations 63 and 65. Lori earned the Certified Fund Specialist designation from the Institute of Business & Finance in March, 2003 and maintains a rigorous continuing education discipline to keep current on issues in the industry.
Education
Licenses
IBF Designations
At a Glance
Understanding Credentials