Meeta Yadava

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

• 07/2010 → Present
  Bmo Bank Na
  Chicago, IL
• 01/2012 → 03/2021
  Bmo Harris Financial Advisors
  Winnetka, IL
• 03/2021 → Present
  Lpl Financial Llc
  Chicago, IL

Previous Registrations

• 2012-01-24 → 2021-03-24
  Bmo Harris Financial Advisors, Inc.
  Winnetka, IL
  Barrington, IL
  Chicago, IL
  Chicago, IL
• 2009-02-13 → 2010-07-30
  Fifth Third Securities, Inc.
  Lake Forest, IL
  Chicago, IL

Other Businesses

1) 03/01/2021 - Financial Institution Duty - BMO Bank NA - Investment Related - At Reported Business Location(s) - Start Date 07/19/2009 2) 03/01/2021 - Business Entity For Tax/Investment Purposes Only - Skegemog Properties, INC - Investment Related - Whitewater Township, MI - Start Date 01/01/1970 3) 03/01/2021 - Other - N/A - Real Estate License - Investment Related - CHICAGO, IL - Start Date 06/23/2015 4) 03/01/2021 - Real Estate Rental - Taransh LLC - Investment Related - 1 hour per month - Chicago IL, - Start Date 01/01/2001 5) 03/01/2021 - Real Estate Rental - Real Estate Rental - Investment Related - Chicago IL - Start Date 01/01/2009 6) 04/15/2021 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name BMO Investment Services - Investment Related - At Reported Business Location(s) 7) 04/03/2025 - Vistara LLC - Not Investment Related - Rep's Business - Whitewater Township, MI 49690 - Start date: 03/19/2025 - Vistara LLC - 0 Hrs/Mth - 0 Hrs During Trading 8) 01/21/2026 - Vistara Holdings LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - Home Based - Start Date 01/19/2026 - 0 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2009-02-12
• S63 Uniform Securities Agent State Law Examination
  1999-08-16

Designations

• Certified Financial Planner

Other Names

• Meeta Rathaur