Edward Michael Simonsen

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

• 09/2007 → 09/2023
  Ameriprise Financial Services, Inc.
  L'ANse, MI
• 09/2023 → Present
  Lpl Financial Llc
  Houghton, MI

Previous Registrations

• 2010-09-03 → 2023-09-13
  Ameriprise Financial Services, Llc
  L'ANse, MI
  Houghton, MI

Other Businesses

1) 08/22/2023 - IW Solutions, LLC - Business Entity For Tax/Investment Purposes Only - Ml 49931 - Non investment related - 40-59 Hours per month - Start date: 01/01/2018. 2) 08/22/2023 - Mindya LLC - Business Entity For Tax/Investment Purposes Only - Ml 49931 - Non investment related - Start date: 10/01/2022. 3) 08/22/2023 - insight Wealth Solutions. LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 4) 08/22/2023 - Forward Tax Solutions, LLC - Tax Prep/Accounting/CPA - Owner - Investment related - Ml 49931 - 3 Hours per month - Start date: 3/1/2023. 5) 08/22/2023 - simonsen Properties, LLC - Business Entity For Tax/Investment Purposes Only - Ml 49931 - Non investment related - 1 Hour per month - Start date: 2/01/2019. 6) 08/22/2023 - Redridge Simonsen Properties, LLC - Business Entity For Tax/Investment Purposes Only - Owner of Real Estate Rental - Ml 49931 - Non investment related - 1 Hour per month - Start date: 4/1/2019.

Exams

• S66 Uniform Combined State Law Examination
  2010-07-23

Other Names

• Ted Michael Simonsen
• Edward Simonsen
• Ted Simonsen