Angela R Sodrel

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

• 01/2007 → 09/2020
  Financial Plans & Strategies, Inc.
  Greenwood, IN
• 09/2020 → Present
  Lpl Financial
  Shelbyville, IN
• 09/2023 → Present
  Johnson's Hauling & Excavating
  Bargersville, IN

Previous Registrations

• 2016-01-01 → 2020-06-23
  Financial Plans & Strategies, Inc.
  Greenwood, IN

Other Businesses

1) 9/22/2020: No business name; At Reported Business Location(s); Other - Notary; Inv. related; start date 11/7/2013. 2) 5/24/2022: RGS Financial Group; At Reported Business Location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 3/9/2022; 5hrs/mo.; 0hrs during trading. 3) 9/15/2023: Johnson's Hauling & Excavating; Bargersville, IN; Outside/W-2 Employment; Not inv. related; start date 9/18/2023; 15hrs/mo.; 0hrs during trading. 4) 12/04/2024 - WealthHaus - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/02/2024 - 90 hours per month/ 20 hours during trading 5) 07/08/2026- FIG Marketing - Non-Variable Insurance - Investment Related -At Reported Business Location(s) - Start Date 06/17/2026 - 4 hours per month/ 2 hours during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-10-02
• S65 Uniform Investment Adviser Law Examination
  2015-12-15

Other Names

• Angie Sodrel
• Angela R Burton
• Angela Rae Sodrel