Robert Paul Reichelt

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

• 02/2004 → 07/2025
  Next Financial Group
  Alexandria, VA
• 07/2025 → Present
  Lpl Financial Llc
  Arlington, VA

Previous Registrations

• 2004-02-23 → 2025-07-10
  Next Financial Group, Inc.
  Arlington, VA
• 2001-02-23 → 2004-02-27
  Cuna Brokerage Services, Inc.
  Alexandria, VA

Other Businesses

1. 07/10/2025- Grey Havens Financial- Business Entity For Tax/Investment Purposes Only- INV Related- At Reported Business Location(s)- Start date 02/10/2025- 10 Hours Per Month- 10 Hours During Trading 2. 07/10/2025- Estate of Florentina Del Carmen Herrera- Act in a Fiduciary Capacity- INV Related- At Reported Business Location(s)- Start date 05/04/2023- 5 Hours Per Month- 5 Hours During Trading 3. 07/10/2025- Insurance Sales- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 06/13/2025- 1 Hour Per Month- 1 Hour During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-06-09
• S63 Uniform Securities Agent State Law Examination
  1998-06-01

Other Names

• Rob Paul Reichelt