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Angela Marie Dunivent

LPl Financial LLC

Cottage Grove, MN

Fort Mill, SC

CRD 5389022

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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:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-12-09
  • MN RA
    APPROVED
    Since 2024-12-09

Branch Locations

Cottage Grove, MN • United States

1055 Lpl Way, Fort Mill, SC 29715 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Woodbury Financial Services, Inc. Woodbury MN 04/2011 01/2024
Osaic Wealth, Inc. Oakdale MN 01/2024 11/2024
Lpl Financial Llc Fort Mill SC 12/2024 Present
Previous Registrations
  • 2024-01-19 → 2024-12-02
    Osaic Wealth, Inc.
    Scottsdale, AZ
    Oakdale, MN
  • 2021-10-21 → 2024-01-19
    Woodbury Financial Services, Inc.
    Oakdale, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-16
  • S66 Uniform Combined State Law Examination
    2021-10-16
Other Names
  • Angie Marie Baldwin
  • Angela Marie Baldwin

View on SEC IAPD

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