Ellen M. Bylsma

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

• 01/2009 → 03/2023
  Sagepoint Financial, Inc
  Grand Rapids, MI
• 03/2023 → Present
  Lpl Financial Llc
  Grand Rapids, MI

Previous Registrations

• 2005-10-31 → 2023-03-06
  Osaic Services, Inc.
  Grand Rapids, MI
  Phoenix, AZ
  Kentwood, MI
• 2004-01-06 → 2004-01-15
  Sunamerica Securities, Inc.
  Kentwood, MI

Other Businesses

1) 02/15/2023 - Insurance Sales - Non-Variable Insurance - Selling: Life, Health, Disability, Long Term Care, Fixed Annuities - Grand Rapids MI 49503 - Investment related - 5 Hours per month - Start date: 07/01/2005. 2) 02/15/2023 - Peacehaven Advisory Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 3) 02/15/2023 - BYLSMA FINANCIAL SERVICES - Business Entity For Tax/Investment Purposes Only - Grand Rapids MI 49503 - Non investment related - Start date: 07/01/2005.

Exams

• S66 Uniform Combined State Law Examination
  2000-09-25