Kristin Lynn Schoenfelder

Current Employers

Employment History

• 01/2015 → Present
  Marshall Investment Management Llc
  Littleton, CO
• 07/2015 → Present
  Lpl Financial, Llc
  Littleton, CO

Previous Registrations

• 2011-06-01 → 2016-08-17
  Jasmijn Capital Management, Llc
  Arvada, CO

Other Businesses

1. 7/9/2015 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - General Agent - Started 11/19/2014 - Time Spent 5% - LTC and Term Life. 2. 7/31/2015 - Marshall Investment Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 01/01/2015 - 128 Hours Per Month - Time Spent 80% - I provide investment advisory services through Marshall Investment Management, an independent investment advisor firm. I started this business activity in 01/2015. I expect to spend approximately 128 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 10/25/2018 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Notary - Started 1/08/2018 - 1 Hour Per Month During Securities Trading - Notary Public for State of Colorado. 4. 3/21/2019 - Marshall Investment Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2019 - 160 Hours Per Month/130 Hours During Securities Trading - Vice President and 15% Owner of Marshall Investment Management. 5. 07/26/2022 - Cavill and Company - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 07/07/2022 - 0 Hours Per Month/0 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2011-05-13

Designations

Other Names

• Kris Gradoville
• Kristin Schoenfelder