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Adam Leonard Holinski

LPl Enterprise, LLC

Allen Park, MI

CRD 1836395

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Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Enterprise, Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-11-14
  • MI RA
    APPROVED
    Since 2024-11-14

Branch Locations

10551 Allen Road Suite 203, Allen Park, MI 48101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Prudential Insurance Company Of America Allen Park MI 02/1988 Present
Pruco Securities, Llc. Allen Park MI 02/1988 11/2024
Lpl Enterprise, Llc Allen Park MI 11/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-09-02
S63 Uniform Securities Agent State Law Examination 1988-07-01
  • S65 Uniform Investment Adviser Law Examination
    2010-09-02
  • S63 Uniform Securities Agent State Law Examination
    1988-07-01
Other Names
  • Adam Leonard Holinski

View on SEC IAPD

Nearby Firms

SPC
AFFINITY FINANCIAL ADVISORY
SKIVER INVESTMENT SERVICES

Nearby Investors

William Joseph O'Neil
ANTHONY KUBIEN
GREGORY JAMES GENTER

Nearby Offices

SPC · Allen Park, MI
AFFINITY FINANCIAL ADVISORY · ALLEN PARK, MI
SKIVER INVESTMENT SERVICES · ALLEN PARK, MI

More in Allen Park, MI

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