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Brandon Loring Strangis

LPl Financial LLC

Edina, MN

CRD 4784628

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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:

Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-02-22
MN RA APPROVED 2014-01-21
  • TX RA
    APPROVED_RES
    Since 2017-02-22
  • MN RA
    APPROVED
    Since 2014-01-21

Branch Locations

Edina, MN • 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
Linsco Private Ledger Minneapolis MN 09/2007 Present
  • 09/2007 → Present
    Linsco Private Ledger
    Minneapolis, MN
Other Businesses

1. 09/07/2007 - STRANGIS WEALTH MANAGEMENT - DBA ONLY - MINNEAPOLIS MN

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-05-25
  • S63 Uniform Securities Agent State Law Examination
    2004-05-25

View on SEC IAPD

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