Robert J Crowley

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

• 01/2015 → 02/2022
  Diversified Brokerage Services Inc
  Minneapolis, MN
• 05/2021 → 04/2022
  The Leaders Group Inc
  Littleton, CO
• 03/2022 → 10/2022
  Unemployed
  Inver Grove Heights, MN
• 11/2022 → Present
  Lpl Financial
  Edina, MN

Other Businesses

1-11/2022 / The Haddorff Team, Inc. / DBA for LPL Business (entity for LPL business) / Investment Related / 160 HRS PER MNTH & 6.5 HRS During Trading-100 Time Spnt Prcnt / Grover Heights, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-19
• S63 Uniform Securities Agent State Law Examination
  2021-06-14