Athena Isis Plencner

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

• 07/2004 → Present
  Lpl Financial Services
  San Diego, CA

Other Businesses

1. 2/6/2012: OTHER-ROCK CLIMBING INSTRUCTOR - WILDERNESS OUTINGS - ROCK CLIMBING INSTRUCTOR FOR A COMPANY CALLED WILDERNESS OUTINGS. TEACH PEOPLE HOW TO ROCK CLIMB OUTDOORS. THE CLASSES RUN ON THE WEEKENDS. - TIME SPENT 1%. 2. 12/1/2017 - No Business Name - Not Investment Related - Location: TBD - Other-MLM - Start Date 12/01/2017 - 1 Hour Per Month/0 Hours During Securities Trading - Consultant for Rodan + Fields for the discount. 3) 09/03/2025 - Athena Plencer - Not Investment Related - Author - Start Date:09/01/2025

Exams

• S66 Uniform Combined State Law Examination
  2009-03-16

Other Names

• Athena Isis Plencner
• Athena Isis Littlefield