Kacy Lyn Allen

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

• 05/2006 → 03/2026
  Shadian Landscaping
  Luxemburg, WI
• 08/2007 → 03/2026
  Harbour Investments, Inc.
  Madison, WI
• 08/2007 → 03/2026
  Crispigna Financial
  Green Bay, WI
• 03/2026 → Present
  Lpl Financial Llc
  El Segundo, CA

Previous Registrations

• 2019-06-14 → 2026-03-06
  Harbour Investments, Inc.
  Green Bay, WI

Other Businesses

1. 3/2026 - Clarity Wealth Management Group, Inc. - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month - 40 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 3/9/2026

Exams

• S66 Uniform Combined State Law Examination
  2019-06-05

Other Names

• Kacy Lyn Shadian
• Kacy Lyn Shadian
• Kacy Lyn Shadian
• Kacy Lyn Jonet
• Kacy Lyn Jonet