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Michelle Lynn St.CLair

LPl Financial LLC

Lincoln, NE

San Diego, CA

Lincoln, NE

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-06-19
NE RA APPROVED 2024-07-31
  • TX RA
    APPROVED_RES
    Since 2025-06-19
  • NE RA
    APPROVED
    Since 2024-07-31

Branch Locations

5960 Vandervoort Dr. Suite 100, Lincoln, NE 68516 • United States

4707 Executive Dr, San Diego, CA 92121-3091 • United States

5960 Vandervoort Dr.SUite 100, Lincoln, NE 68516 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Thrivent Advisor Network, Llc Lincoln NE 02/2021 07/2024
First National Bank Of Omaha Lincoln NE 04/2006 03/2020
Lpl Financial Llc Lincoln NE 07/2024 Present
Unemployed Lincoln NE 04/2020 02/2021
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-16
  • S65 Uniform Investment Adviser Law Examination
    2021-02-16
Other Names
  • Michelle Lynn St.CLair
  • Michelle L Stclair

View on SEC IAPD

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