Brent Ronald Remerowski

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

• 02/2009 → Present
  Lpl Financial Llc
  Edmond, OK

Previous Registrations

• 1997-01-06 → 2009-02-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oklahoma City, OK
  Oklahoma City, OK

Other Businesses

1. 02/05/2009 - Ronson, LLC - INV REL - Business Entity For Tax/Investment Purposes Only - Personal LLC to be used for income recevied from LPL employment. - shell account 2. 02/06/2009 - Notary - NOT INV REL - 1% TIME SPENT - Registered as a notary with the State of Oklahoma for official business only. 3. 04/24/2014 - REMO Investment Advisors - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 4. 04/01/2016 * REMO ADVISORS * DBA for LPL Business (entity for LPL business) * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 03/30/2016 * dba for LPL Financial Sec. business only. Currently using approved, REMO Investment Advisors.I want to use this more simplified variation..just dropping the "Investment" No other interest, no insurance agency, no RIA. * 0 HRS/MO 5. 03/01/2019 - ADVISE WEALTH MANAGEMENT - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:02/15/2019 - 80 hrs/mo - 80 hours during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-11-29
• S63 Uniform Securities Agent State Law Examination
  1996-11-15

Other Names

• Brent Remerowski