Justin Mark Levanetz

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

• 06/2016 → 11/2016
  Wells Fargo Advisors, Llc
  Appleton, WI
• 11/2016 → 01/2024
  Wells Fargo Clearing Services, Llc
  Appleton, WI
• 01/2024 → Present
  Lpl Financial Llc
  Greenville, WI

Previous Registrations

• 2016-06-06 → 2024-02-09
  Wells Fargo Clearing Services, Llc
  Neenah, WI
  Appleton, WI
  Appleton, WI
  Duluth, MN
  Milwaukee, WI
  Neenah, WI
  Neenah, WI
  Appleton, WI
• 2012-12-20 → 2016-06-13
  J.P. Morgan Securities Llc
  Appleton, WI
  Freedom, WI
  Appleton, WI
  Appleton, WI
  Green Bay, WI
  New Franken, WI
  De Pere, WI
  Seymour, WI
• 2010-11-23 → 2012-12-20
  Cetera Investment Services Llc
  Glendale, WI
  Appleton, WI
• 2008-12-18 → 2010-11-18
  Ameriprise Financial Services, Llc
  Neenah, WI

Other Businesses

1- 01/2024 / Levanetz Entertainment / Entertainment / Non Investment Related / 20 hrs mnth / start date 04/15/2020 2- 01/2024 / Gateway financial Partners / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mnth

Exams

• S66 Uniform Combined State Law Examination
  2003-08-29
• S63 Uniform Securities Agent State Law Examination
  1997-07-26