Tami Lynn Stovern

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

• 01/2003 → 11/2017
  Investment Centers Of America, Inc.
  Bird Island, MN
• 11/2017 → Present
  Lpl Financial Llc
  Bird Island, MN

Previous Registrations

• 2013-06-19 → 2017-12-06
  Investment Centers Of America, Inc.
  Bird Island, MN
  Appleton, WI

Other Businesses

1. 01/02/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance sales - Start Date 12/01/2017 - 10 Hours Per Month/1 During Securities Trading - Insurance sales for life, long term care fixed annuities. 2. 6/12/2019 - Island Financial Planning, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/20/2017 - 40 Hours Per Month During Securities Trading. 3. 11/11/2019 - IGAG Ins Agency - Investment related - At reported business location(s) - Non-Variable Insurance - start date:11/1/2019 - 5 hrs/mo - 5 hrs during trading. 4. 07/25/2022 - Citizens Investment Services LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 07/01/2022 - 20 Hours Per Month/16 Hours During Securities Trading. 5. 05/22/2024 - Bird Island Hawk Creek Mutual Insurance Company - For-Profit Board Member - Board Member - Not Investment Related - 351 E Highway 212, Bird Island, MN 55310 - Start Date 05/13/2024 - 2 Hours Per Month/ 0 Hours During Trading 6. 08/20/2024 - Notary Public - Other - Notary Public - Investment Related - At Reported Business Location(s) - Start Date 01/05/2024 - 1 Hour Per Month/ During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-06-12
• S63 Uniform Securities Agent State Law Examination
  2012-07-27

Other Names

• Tami Lynn Bielke