David Leonard White

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

• 03/1998 → Present
  Old National Bank(Fka: Kleinbank Bank;1St National Bankofchaska)
  Chaska, MN
• 12/2000 → Present
  Lpl Financial, Llc
  Chaska, MN

Other Businesses

1. 02/12/2024 - Old National Bank - Not Investment Related - At Reported Business Location(s) - Financial Institution Duty - Start Date: 10/19/2023 - 2 Hours Per Month/ During Securities Trading 2. 04/02/2025- Old National Wealth Advisors- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-02-08

Designations

• Certified Financial Planner