Peter Christoffer Dahlquist

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

• 08/2004 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Pewaukee, WI
• 08/2004 → 07/2021
  Waddell & Reed, Inc.
  Waukesha, WI
• 08/2011 → Present
  Ake. L. Dahlquist Scholarship Memorial Fund
  New Berlin, WI
• 01/2020 → Present
  Hilltop 74 Llc
  Waukesha, WI
• 07/2021 → Present
  Lpl Financial, Llc
  Waukesha, WI

Previous Registrations

• 2005-01-20 → 2021-07-21
  Waddell & Reed
  Waukesha, WI
  Waukesha, WI
  Hamden, CT
  Waukesha, WI

Other Businesses

1. 11/10/2021 - Hilltop74 LLC - Investment Related - W233N2080 Ridgeview Pkwy ste 200, Waukesha , WI, , 53188 - Real Estate Rental - Owner - Started 2020.

Exams

• S66 Uniform Combined State Law Examination
  2004-09-16

Other Names

• Peter Dahlquist
• Pete Dahlquist