Curtis Samuel Krietzberg

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

• 12/2000 → 04/2024
  Lincoln Financial Advisors Corp
  Rochelle Park, NJ
• 12/2000 → 04/2024
  Lincoln National Life Insurance Company
  Red Bank, NJ
• 12/2000 → 04/2024
  Lincoln Financial Advisors Corp.
  Rochelle Park, NJ
• 04/2024 → Present
  Lpl Financial
  Red Bank, NJ

Previous Registrations

• 2000-12-22 → 2024-04-22
  Osaic Fa, Inc.
  Edison, NJ
  Iselin, NJ
  Red Bank, NJ
  Paramus, NJ
  West Palm Beach, FL

Other Businesses

1. 03/15/2024- Krietzberg Financial Group LLC- Business Entity For Tax/Investment Purposes Only- At Reported Business Location (s)- Non Inv Rel - 100% Time Spent 2. 03/15/2024- Financial Educator's Network (instructor)- Outside/W-2 Employment- At Reported Business Location (s)- Non Inv Rel- 1.5 hrs per mnth- 1 hr during trading- start date 03/12/2024 3. 03/15/2024- Curtis Krietzberg- Non-Variable Insurance- At Reported Business Location (s)- Inv Rel- 10 hrs per mnth- start date 08/01/2005 4. 03/15/2024- Krietzberg Wealth Management- DBA for LPL Business (entity for LPL business)- At Reported Business Location (s)- Non Inv Rel

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-09-27

Designations

• Chartered Financial Analyst

Other Names

• Curtis S Krietzberg