Jeffrey William Kolasinski

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

Authority	Category	Status	Date
WI	RA	APPROVED	2022-02-07

WI RA
APPROVED

Since 2022-02-07

Branch Locations

915 E Main St, Winneconne, WI 54986 • United States

936 Furman Drive, Waupaca, WI 54981 • United States

110 W Main St, Weyauwega, WI 54983 • 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

Organization	City	State	From	To
Pdi Financial Group	Appleton	WI	05/2005	02/2022
The Leaders Group Inc	Littleton	CO	01/2014	02/2022
Lpl Financial Llc	Waupaca	WI	02/2022	Present
Premier Community Bank	Waupaca	WI	02/2022	Present

05/2005 → 02/2022

Pdi Financial Group

Appleton, WI
01/2014 → 02/2022

The Leaders Group Inc

Littleton, CO
02/2022 → Present

Lpl Financial Llc

Waupaca, WI
02/2022 → Present

Premier Community Bank

Waupaca, WI

Previous Registrations

2015-07-01 → 2022-02-02

Tlg Advisors, Inc.

Appleton, WI

Summit, NJ
2011-03-22 → 2013-12-31

Voya Financial Advisors, Inc.

Windsor, CT

Appleton, WI

Other Businesses

1)02/04/2022 - Premier Investment Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 02/2022

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2006-02-27

S63 Uniform Securities Agent State Law Examination

2006-02-27

Designations

Certified Financial Planner

View on SEC IAPD