Ryan J Sittauer

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

• 05/2010 → Present
  Lpl Financial Llc
  San Francisco, CA

Other Businesses

1. 05/12/2010: NO BUSINESS NAME - INV REL - At Reported Business Location(s) - NON-VARIABLE INSURANCE - 50% OF TIME SPENT - SELL LIFE AND HEALTH INSURANCE 2. 03/03/2015: JACKSON SQUARE FINANCIAL - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 48 GOLD ST, SAN FRANCISCO, CA 94133 - START 06/01/2006 - 25 HR/MO ALL DURING SECS TRDG HRS 3. 05/06/2015 - JACKSON SQUARE FINANCIAL - INV REL - AT REPORTED BUSINESS LOCATION(S) -NON-VARIABLE INSURANCE - SELL LIFE AND HEALTH INSURANCE FOR SMALL BUSINESS OWNERS. - START 06/01/2006 - TIME SPENT 5 HRS/MO DURING SECS TRDG HRS 4. 05/11/2015 - CALENDER ROBINSON, INC. - INV REL - 300 MONTGOMERY STREET SUITE 888 SAN FRANCISCO, CA 94104 - PROPERTY AND CASUALTY - START 06/01/2006 - 5 HRS/MO DURING SECS TRDG HRS 5. 07/24/2015 - JSF BENEFITS, INC. - INV REL - 48 GOLD STREET SAN FRANCISCO, CA 94133 - INSURANCE AGENCY - START 07/01/2015 - 40 HOURS PER MONTH, 40 DURING TRADING - OWNER / BROKER 6. 07/30/2015 - CALENDER ROBINSON INSURANCE - INV REL - 300 MONTGOMERY STREET SUITE 888, SAN FRANCISCO, CA 94133 - FOR-PROFIT BOARD MEMBER - START 01/01/2014 - 5 HOURS PER MONTH, 0 DURING TRADING 7. 01/14/2025 - Sittauer Financial Services, Inc. / CR Financial Services- Business Entity For Tax/Investment Purposes Only- Investment Related - At Reported Business Location(s) - Start Date 12/24/2024- 50 hours per month/ 4 hours during trading 8) 03/26/2025 - CR Benefits Insurance Services - Investment Related - Insurance Agency - At Reported Business Location(s) - Start Date:06/03/15 - 40 Hrs/Mth - 40 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-05-02
• S63 Uniform Securities Agent State Law Examination
  2012-12-11