Jodie Elise Wilson

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:

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

Current Employers

Employment History

• 12/2013 → 03/2017
  Primerica Financial Services
  Southgate, MI
• 03/2016 → 03/2017
  Pfs Investments Inc
  Southgate, MI
• 03/2017 → 07/2020
  Cuso Financial Services, Lp
  San Diego, CA
• 03/2017 → 07/2020
  Dfcu Financial
  Riverview, MI
• 08/2020 → 09/2022
  American United Life
  Lincoln Park, MI
• 09/2020 → 09/2022
  Oneamerica Securities
  Lincoln Park, MI
• 10/2022 → 02/2023
  Ameriprise Financial Services, Llc
  Southgate, MI
• 02/2023 → 05/2023
  Beyond Basics
  Southfield, MI
• 06/2023 → 06/2024
  Allstate Insurance Company
  New Baltimore, MI
• 07/2024 → 11/2024
  Unemployed
  Lincoln Park, MI
• 01/2025 → 09/2025
  The O.N. Equity Sales Company
  Cincinnati, OH
• 11/2024 → 09/2025
  Augustar Financial
  Cincinnati, OH
• 09/2025 → Present
  Expertcare
  Troy, MI
• 05/2026 → Present
  Lpl Enterprise Llc
  Ann Arbor, MI

Previous Registrations

• 2025-01-02 → 2025-09-04
  On Investment Management Co
  Lincoln Park, MI
• 2023-06-26 → 2024-06-21
  Allstate Financial Advisors, Llc
  Eastpointe, MI
  New Baltimore, MI
  Grosse Pointe, MI
• 2022-10-19 → 2023-02-16
  Ameriprise Financial Services, Llc
  Southgate, MI
• 2020-09-29 → 2022-10-12
  Oneamerica Securities, Inc.
  Lincoln Park, MI
  Indianapolis, IN
• 2018-03-29 → 2020-07-31
  Cuso Financial Services, L.P.
  Riverview, MI
• 2011-09-28 → 2012-02-16
  Valic Financial Advisors, Inc.
  Novi, MI
• 2009-09-18 → 2011-04-27
  Citizens Securities, Inc.
  Belleville, MI
  Detroit, MI
  Dearborn, MI
  Dearborn, MI
  Detroit, MI
  Canton, MI
  Lincoln Park, MI
  Taylor, MI
• 2008-07-23 → 2009-07-08
  Natcity Investments, Inc.
  Monroe, MI
  Brownstown Twp, MI
  Trenton, MI
  Brownstown, MI
  Monroe, MI
  Monroe, MI
• 2008-06-24 → 2008-07-22
  Natcity Investments, Inc.
  Monroe, MI
  Brownstown Twp, MI
  Brownstown, MI
  Trenton, MI
  Monroe, MI
  Monroe, MI
• 2006-06-14 → 2008-06-06
  Uvest Financial Services Group, Inc.
  Wyandotte, MI
• 2004-10-28 → 2006-05-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Detroit, MI
  Bloomfield Hills, MI

Other Businesses

1. 04/24/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business)- Allen Park MI - Inv Related - OBA Start Date: 04/14/2026- 160 Hour(s)/Month - 160 Hour(s) During Trading" 2. 04/24/2026 - Jodie Wilson N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Allen Park MI - Inv Related - OBA Start Date: 04/14/2026 - 160 Hour(s)/Month - 160 Hour(s) During Trading" 3. 04/24/2026 - ExpertCare - Outside/W-2 Employment - Troy MI - Not Inv Related - OBA Start Date: 09/22/2025- 40 Hour(s)/Month - 0 Hour(s) During Trading"

Exams

• S66 Uniform Combined State Law Examination
  2018-03-26
• S63 Uniform Securities Agent State Law Examination
  1999-09-03

Other Names

• Jodie Elise Slumpff
• Jodie Elise Wilson
• Jodie Wilson