Craig Steven Louiselle

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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

• 04/2016 → 05/2018
  Securian Financial Services Inc
  St Paul, MN
• 04/2016 → 05/2018
  Minnesota Life Insurance Company
  St Paul, MN
• 04/2016 → 05/2018
  Allied Wealth Partners
  Martinsville, NJ
• 05/2018 → Present
  Prudential Insurance Company Of America
  Summitt, NJ
• 05/2018 → 11/2024
  Pruco Securities, Llc.
  Summitt, NJ
• 11/2024 → Present
  Lpl Enterprise, Llc
  Summitt, NJ

Previous Registrations

• 2018-05-18 → 2024-11-14
  Pruco Securities, Llc.
  Westfield, NJ
  Summitt, NJ
• 2016-07-13 → 2018-05-14
  Securian Financial Services, Inc.
  Martinsville, NJ
  Parsippany, NJ

Other Businesses

1) 11/14/2024 - Kistler Tiffany - Health Benefits Sales for small and medium sized businesses - Non-Variable Insurance - Inv Related - At Summitt, NJ - Start Date - 11/01/2020 - 3hrs/mth - 3hrs/mth During Trading 2) 11/14/2024 - Oratory Prep - Assistant Varsity Ice Hockey Coach - Coach/ Sports/ Fitness - Non Inv Related - At Summitt, NJ - Start Date - 11/20/2023 - 40hrs/mth - 15hrs/mth During Trading 3)11/14/2024 - Craig Louiselle - Medicare Supplement Sales - Outside/W-2 Employment - Inv Related - At Summitt, NJ - Start Date - 11/20/2023 - 10hrs/mth - 10hrs/mth During Trading 4) 11/14/2024 - Beacon Hill Club - Volunteer ice hockey coach - Coach/ Sports/ Fitness - Non Inv Related - At Summitt, NJ - Start Date - 10/06/2022 - 12hrs/mth - 0hrs/mth During Trading 5) 09/10/2025-Union Thunder-Assistant Coach Youth Hockey-Coach/ Sports/ Fitness-Not Inv related-At Union, NJ-Start date 09/02/2025-15hrs/mth-0hrs/mth during trading 6) 10/31/2025-1440 Financial-Owner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 06/01/2020-100hrs/mth-100hrs/mth during trading 7) 06/09/2026-CRC Benefits-Financial Planner-Non-Variable Insurance-Inv related-At Dallas, TX-Start date 06/05/2026-5hrs/mth-5hrs/mth during trading

Exams

• S66 Uniform Combined State Law Examination
  2016-05-26

Designations

• Certified Financial Planner

Other Names

• Craig Steven Louiselle
• Craig Louiselle