Michelle Lynn St.CLair

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

• 02/2021 → 07/2024
  Thrivent Advisor Network, Llc
  Lincoln, NE
• 04/2006 → 03/2020
  First National Bank Of Omaha
  Lincoln, NE
• 07/2024 → Present
  Lpl Financial Llc
  Lincoln, NE
• 04/2020 → 02/2021
  Unemployed
  Lincoln, NE

Previous Registrations

• 2021-02-23 → 2024-07-30
  Thrivent Advisor Network, Llc
  Minneapolis, MN
  Lincoln, NE

Other Businesses

1) 07/2024 - Perspective Planning Partners / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-02-16

Other Names

• Michelle Lynn St.CLair
• Michelle L Stclair