Rebecca Suzanne Obermeier

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

• 12/2010 → 03/2025
  The Investment Cneter Inc
  Chicago, IL
• 12/2010 → 03/2025
  Ic Advisory Services Inc
  Chicago, IL
• 12/2010 → Present
  Evolution Private Wealth Management
  Chicago, IL
• 03/2025 → Present
  Lpl Financial Llc
  Chicago, IL

Previous Registrations

• 2023-03-21 → 2025-03-06
  Ic Advisory Services, Inc.
  Chicago, IL
  Bedminster, NJ
• 2010-12-02 → 2022-12-31
  Ic Advisory Services, Inc.
  Chicago, IL
  Bedminster, NJ
• 2007-05-29 → 2008-12-17
  Citigroup Global Markets Inc.
  Chicago, IL
• 2006-11-27 → 2007-05-29
  Citicorp Investment Services
  Chicago, IL
  Chicago, IL
• 2003-03-05 → 2003-08-05
  Ameriprise Financial Services, Llc
  Lombard, IL

Other Businesses

1. 03/06/2025- Evolution Private Wealth Management- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 12/19/2024- 30 Hours Per Month- 30 Hours During Trading 2. 03/06/2025- Behold and Become- Non-Profit Board Member- Not INV Related- At Zionsville, IN- Start date 05/22/2022- 8 Hours Per Month

Exams

• S66 Uniform Combined State Law Examination
  2002-11-18

Other Names

• Rebecca Suzanne Tornquist