Kyle Scott Clemson

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

• 01/2016 → 12/2019
  Commerce Trust Company
  Bloomington, IL
• 12/2019 → Present
  Commerce Brokerage Services Inc
  Bloomington, IL
• 08/2023 → Present
  Lpl Financial Llc
  Bloomington, IL

Previous Registrations

• 2020-01-03 → 2023-08-16
  Commerce Brokerage Services, Inc.
  Clayton, MO
  Bloomington, IL
  Peoria, IL
• 2010-07-29 → 2016-01-19
  Lpl Financial Llc
  Peoria, IL
  Bartonsville, IL
  Bloomington, IL
• 2010-02-26 → 2010-07-15
  Waddell & Reed
  Savage, MN

Other Businesses

1. 08/16/2023 - Commerce Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2. 10/16/2023 - Toastman Group II - Egg Republic - Outside/W-2 Employment - Bar Consultant - Not Investment Related - Bloomington, IL - Start Date 01/04/2023 - 3 Hours Per Month/ 0 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2022-09-24

Designations

• Certified Financial Planner

Other Names

• Kyle S Clemson
• Kyle Scott Clemson
• Kyle Scott Clemson, Cfp