Brian J Mcconnell

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

• 05/2016 → 12/2016
  Fc Bank
  Bucyrus, OH
• 04/2017 → 01/2019
  Raymond James Financial Services, Inc.
  Bucyrus, OH
• 02/2017 → 01/2019
  United Bank Division Of Park National Bank
  Bucyrus, OH
• 11/2017 → 01/2019
  Raymond James Financial Services Advisors Inc.
  Bucyrus, OH
• 01/2019 → 03/2020
  Ameriprise Financial Services, Inc.
  Mansfield, OH
• 03/2020 → 06/2025
  Ameriprise Financial Services, Llc
  Ontario, OH
• 12/2016 → 02/2017
  Unemployed
  Crestline, OH
• 06/2025 → Present
  Lpl Financial Llc
  Bucyrus, OH

Previous Registrations

• 2019-01-22 → 2025-06-18
  Ameriprise Financial Services, Llc
  Ontario, OH
  Attica, OH
  Bucyrus, OH
• 2017-11-13 → 2019-01-25
  Raymond James Financial Services Advisors, Inc
  Bucyrus, OH

Other Businesses

1.Start Date: 6/17/2025 - McConnell Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - Bucyrus, OH 44820 - 160 Hrs/Mth - 8 Hrs During Trading. - Time Spent: 100

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-01-08

Other Names

• Brian James Mcconnell