Todd Mckinley Cherry

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

• 03/2013 → 11/2017
  Sii Investments
  Kaukauna, WI
• 11/2017 → 09/2020
  Securities Service Network
  Kaukauna, WI
• 11/2017 → 09/2020
  Ssn Advisory, Inc
  Kaukaua, WI
• 09/2020 → 11/2020
  Securities America, Inc.
  Kaukauna, WI
• 09/2020 → 11/2020
  Securities America Advisors, Inc.
  Kaukauna, WI
• 11/2020 → Present
  Lpl Financial, Llc
  Kaukauna, WI

Previous Registrations

• 2020-09-18 → 2020-11-30
  Securities America Advisors, Inc.
  Kaukauna, WI
• 2017-11-22 → 2020-09-18
  Ssn Advisory, Inc.
  Kukauna, WI
• 2013-03-14 → 2017-11-21
  Sii Investments, Inc.
  Kaukauna, WI
  Kaukauna, WI
  Appleton, WI
• 2006-02-09 → 2013-03-14
  Packerland Brokerage Services, Inc.
  Kaukauna, WI
  Appleton, WI
  Appleton, WI

Other Businesses

1)11/2020 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - VALLEY INVESTMENT SOLUTIONS - INVESTMENT RELATED - KAUKAUNA, WI 54130 2)06/2007 - NON-VARIABLE INSURANCE - ECA MARKETING INC EDEN PRAIRIE MN - 1HR/MO DURING TRADING - INVESTMENT RELATED - KAUKAUNA, WI 54130 3)01/2017 - TAX PREP/ACCOUNTING/CPA - VALLEY TAX SOLUTIONS - 2HRS/MO DURING TRADING - INVESTMENT RELATED - KAUKAUNA, WI 54130

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-12-01