Kiley Sorale Demery

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

• 03/2010 → 11/2016
  Wells Fargo Advisors Llc
  Bloomington, MN
• 11/2016 → 10/2017
  Wells Fargo Clearing Services, Llc
  Bloomington, MN
• 10/2017 → 06/2023
  Woodbury Financial Services Inc
  Bloomington, MN
• 06/2023 → Present
  Lpl Financial
  Bloomington, MN

Previous Registrations

• 2017-10-02 → 2023-07-06
  Woodbury Financial Services, Inc.
  Bloomington, MN
  Lake Elmo, MN
  Bloomington, MN
  Bloomington, MN
• 2010-08-12 → 2017-10-06
  Wells Fargo Clearing Services, Llc
  Bloomington, MN
  Minneapolis, MN
  Minneapolis, MN
  Wayzata, MN
  Bloomington, MN
  Minneapolis, MN
  Minneapolis, MN
  Bloomington, MN

Other Businesses

1) 6/6/2023- DEMERY WEALTH ADVISORS- DBA for LPL Business (entity for LPL business)- Inv. Related- At reported business location(s)- 40hrs/mth 2) 6/6/2023- Demery Wealth Advisors - Non-Variable Insurance- Agent selling Fixed Insurance - Inv. Related- Bloomington, MN - start date 10/02/2017- 40hrs/mth

Exams

• S66 Uniform Combined State Law Examination
  2010-08-11
• S63 Uniform Securities Agent State Law Examination
  2003-03-27

Other Names

• Kiley Sorale Demery
• Kiley Demery