Brad Ronald Freitag

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

• 11/2009 → 07/2021
  Waddell & Reed, Inc.
  Lisle, IL
• 11/2009 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies
  Lombard, IL
• 10/2016 → Present
  Chicago Portable Power Co.
  Lombard, IL
• 07/2021 → Present
  Lpl Financial, Llc
  Lisle, IL

Previous Registrations

• 2009-11-19 → 2021-07-21
  Waddell & Reed
  Lisle, IL
  Savage, MN
  Lisle, IL
• 2008-06-12 → 2008-11-18
  Edward Jones
  St Louis, MO
  Westmont, IL

Exams

• S66 Uniform Combined State Law Examination
  2008-05-27

Designations

• Certified Financial Planner

Other Names

• Brad Freitag
• Brad Ronald Freitag