Gerald F Flanery

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2024-01-18

WI RA
APPROVED

Since 2024-01-18

Branch Locations

15626 State Hwy 32, Lakewood, WI 54138 • 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

Organization	City	State	From	To
Ohio National Financial Services	Cincinnati	OH	03/2006	Present
Equity Design Advisors, Llc	Wausau	WI	01/2008	01/2024
Sagepoint Financial Advisors	Lakewood	WI	02/2011	09/2023
Osaic Wealth, Inc.	Lakewood	WI	09/2023	01/2024
Lpl Financial Llc	Lakewood	WI	01/2024	Present

03/2006 → Present

Ohio National Financial Services

Cincinnati, OH
01/2008 → 01/2024

Equity Design Advisors, Llc

Wausau, WI
02/2011 → 09/2023

Sagepoint Financial Advisors

Lakewood, WI
09/2023 → 01/2024

Osaic Wealth, Inc.

Lakewood, WI
01/2024 → Present

Lpl Financial Llc

Lakewood, WI

Previous Registrations

2023-09-01 → 2024-01-18

Osaic Wealth, Inc.

Lakewood, WI
2011-02-22 → 2023-09-01

Osaic Services, Inc.

Scottsdale, AZ

Lakewood, WI
2008-02-05 → 2011-03-31

Equity Design Advisors, Llc

Lakewood, WI

Wausau, WI

Other Businesses

1) 01/2024 - Equity Design Group / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent 2) 01/2024 - Notary / Inv. Related / Lakewood, WI / Start date 01/03/2024 - 1 Hrs per month - 1 % Time Spent

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-10-29
S63	Uniform Securities Agent State Law Examination	2004-12-10

S65 Uniform Investment Adviser Law Examination

2007-10-29
S63 Uniform Securities Agent State Law Examination

2004-12-10

Other Names

Gerald Frederick Flanery

View on SEC IAPD