Kathe Sorrentino Wilson

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

• 06/2013 → 05/2017
  Questar Capital Corporation
  Minneapolis, MN
• 06/2013 → 05/2017
  Questar Asset Management
  Minneapolis, MN
• 05/2017 → 08/2018
  Lpl Financial Llc
  Reno, NV
• 05/2017 → 08/2018
  Mutual Of Omaha Bank (Ne)
  Reno, NV
• 09/2018 → 11/2018
  Unemployed
  Verdi, NV
• 12/2018 → Present
  Lpl Financial, Llc
  Verdi, NV

Previous Registrations

• 2017-05-31 → 2018-08-30
  Lpl Financial Llc
  Reno, NV
  Carson City, NV
• 2013-07-10 → 2017-06-02
  Questar Asset Management, Inc.
  Minneapolis, MN
  Reno, NV
• 2008-05-14 → 2013-06-26
  Edward Jones
  Reno, NV
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2008-05-09

Other Names

• Kathe Kesser Wilson
• Kathe Lea Kesser
• Katharina Lea Kesser
• Kathe Sorrentino
• Kathe Kesser Sorrentino