Timothy James Valento

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1992 → 05/2025
  Osaic Wealth, Inc. Fka Royal Alliance Associates, Inc.
  Little Canada, MN
• 09/2001 → 11/2024
  Financial Dimensions Group, Inc.
  Little Canada, MN
• 05/2025 → Present
  Lpl Financial Llc
  Little Canada, MN

Previous Registrations

• 2023-12-12 → 2025-05-09
  Osaic Wealth, Inc.
  Little Canada, MN
  St. Paul, MN
• 2013-12-16 → 2024-11-01
  Financial Dimensions Group, Inc.
  Little Canada, MN
• 2007-06-27 → 2012-12-31
  Financial Dimensions Group, Inc.
  Little Canada, MN

Other Businesses

1)04/03/2025 - VP Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)

Exams

• S63 Uniform Securities Agent State Law Examination
  1989-08-29

Designations

• Certified Financial Planner