Jeffrey Scott Graunke

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

• 10/2012 → 11/2017
  National Planning Corporation
  Santa Monica, CA
• 11/2017 → Present
  Lpl Financial Llc
  Lady Lake, FL

Previous Registrations

• 2012-10-30 → 2017-12-05
  National Planning Corporation
  Lady Lake, FL
  Los Angeles, CA
• 2012-06-26 → 2012-11-06
  Morgan Stanley
  The Villages, FL
• 2007-09-14 → 2012-06-18
  National Planning Corporation
  The Villages, FL
• 2005-08-26 → 2007-09-17
  Securities America Advisors, Inc.
  The Villages, FL

Other Businesses

GRAUNKE & HENTZ WEALTH MANAGEMENT LLC, 117 NORTH US HIGHWAY 441,STE 100, LADY LAKE, FL 32159, MANAGING MEMBER, 10/19/2012, 2 HOURS TOTAL, 0 DURING TRADING HOURS, FINANCIAL SERVICES. -- GHW Properties LLC, 117 NORTH US HIGHWAY 441 LADY LAKE FL 32159, Managing Member, 3/31/2014, 0-2 hours total, 0-2 during trading hours, Investment Property.

Exams

• S66 Uniform Combined State Law Examination
  2005-08-02
• S63 Uniform Securities Agent State Law Examination
  2004-04-12

Designations

• Chartered Financial Consultant