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Todd Edward Songstad

LPl Financial LLC

St Michael, MN

Chandler, AZ

CRD 3274361

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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:

Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2014-01-21
  • MN RA
    APPROVED
    Since 2014-01-21

Branch Locations

St Michael, MN • United States

Chandler, AZ • 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
OrganizationCityStateFromTo
Lpl Financial, Llc Maple Grove MN 06/2005 Present
Other Businesses

1. 6/22/2005 - DBA ONLY - TYTAN FINANCIAL SERVICES - MAPLE GROVE, MN. 2. 01/04/2016 * FedEx * Outside/W-2 Employment * NOT INV REL * Package Handler - * START 11/19/2015 * 80 HRS/MO DURING SECS TRDG HRS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-09-29
  • S63 Uniform Securities Agent State Law Examination
    1999-09-29

View on SEC IAPD

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