Morten Namtvedt Kjerland

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
AK	RA	APPROVED	2021-07-21
CA	RA	APPROVED	2021-07-21
CO	RA	APPROVED	2021-07-21
FL	RA	APPROVED	2021-07-21
ID	RA	APPROVED	2021-07-21
IL	RA	APPROVED	2021-07-21
IN	RA	APPROVED	2021-07-21
LA	RA	APPROVED	2021-07-21
MN	RA	APPROVED	2021-07-21
MO	RA	APPROVED	2021-07-21
MT	RA	APPROVED	2021-07-21
NV	RA	APPROVED	2021-07-21
NM	RA	APPROVED	2021-07-21
NC	RA	APPROVED	2021-07-21
OH	RA	APPROVED	2021-07-21
TX	RA	APPROVED	2021-07-21
UT	RA	APPROVED	2021-07-21
VA	RA	APPROVED	2021-07-21
WA	RA	APPROVED	2021-07-21
WI	RA	APPROVED	2021-07-21

AK RA
APPROVED

Since 2021-07-21
CA RA
APPROVED

Since 2021-07-21
CO RA
APPROVED

Since 2021-07-21
FL RA
APPROVED

Since 2021-07-21
ID RA
APPROVED

Since 2021-07-21
IL RA
APPROVED

Since 2021-07-21
IN RA
APPROVED

Since 2021-07-21
LA RA
APPROVED

Since 2021-07-21
MN RA
APPROVED

Since 2021-07-21
MO RA
APPROVED

Since 2021-07-21
MT RA
APPROVED

Since 2021-07-21
NV RA
APPROVED

Since 2021-07-21
NM RA
APPROVED

Since 2021-07-21
NC RA
APPROVED

Since 2021-07-21
OH RA
APPROVED

Since 2021-07-21
TX RA
APPROVED

Since 2021-07-21
UT RA
APPROVED

Since 2021-07-21
VA RA
APPROVED

Since 2021-07-21
WA RA
APPROVED

Since 2021-07-21
WI RA
APPROVED

Since 2021-07-21

Branch Locations

619 S Knik Goose Bay Rd Ste K, Wasilla, AK 99654 • United States

1400 W Benson Blvd Ste 120, Anchorage, AK 99503 • 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

Organization	City	State	From	To
Waddell & Reed, Inc.	Wasilla	AK	09/2000	07/2021
Various Insurance Carriers For W & R Insurance Agencies	Anchorage	AK	01/2001	07/2021
Alyeska Ski & Snowboard Club	Anchorage	AK	02/2011	06/2018
Rilke Schule Academic Policy Committee	Anchorage	AK	05/2015	02/2019
Mnk Incorporated	Anchorage	AK	04/2017	Present
Gratia, Llc	Anchorage	AK	09/2019	Present
Lpl Financial Llc	Anchorage	AK	07/2021	Present

09/2000 → 07/2021

Waddell & Reed, Inc.

Wasilla, AK
01/2001 → 07/2021

Various Insurance Carriers For W & R Insurance Agencies

Anchorage, AK
02/2011 → 06/2018

Alyeska Ski & Snowboard Club

Anchorage, AK
05/2015 → 02/2019

Rilke Schule Academic Policy Committee

Anchorage, AK
04/2017 → Present

Mnk Incorporated

Anchorage, AK
09/2019 → Present

Gratia, Llc

Anchorage, AK
07/2021 → Present

Lpl Financial Llc

Anchorage, AK

Previous Registrations

2000-11-17 → 2021-07-21

Waddell & Reed

Anchorage, AK

Kenai, AK

Sitka, AK

Wasilla, AK

Eagle River, AK

Palmer, AK

Wasilla, AK

Seattle, WA

Anchorage, AK

Palmer, AK

Other Businesses

1) 4/10/2017 - MNK Incorporated / Business Entity For Tax/ Investment Purposes Only / Not Investment Related / 1HR / MO / 1400 W Benson Blvd., Suite 210, Anchorage , AK, 99503 2) 09/24/2019 - Gratia LLC / Real Estate Rental / Investment Purposes Only / Investment Related / 1HR / MO / 3120 Dos Circle, Anchorage , AK, 99507 3) 1/1/2017 - K&J Planning Group / DBA for LPL Business (entity for LPL business) / Investment Related / 1HR / MO / 1400 W Benson Blvd., Suite 120, Anchorage, AK 99503 and 851 W Westpoint Drive, Suite 209, Wasilla, AK 99654 4) 01/2001 - Associates of Clifton Park / Non-Variable Insurance / Investment Related / 1HR / MO / 1400 W Benson Blvd., Suite 120, Anchorage, AK 99503

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-10-24

S66 Uniform Combined State Law Examination

2000-10-24

Other Names

Morten Namtredt Kjerland
Morten Kjerland

View on SEC IAPD