Alexandra M Wardell

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

• 09/2016 → 12/2016
  Townsend Retirement Specialists
  Westminster, CO
• 01/2017 → 01/2018
  Cliftonlarsonallen Wealth Advisors
  Greenwood Village, CO
• 03/2018 → Present
  Lpl Financial Llc
  Denver, CO
• 02/2018 → Present
  Meridan Wealth Management
  Denver, CO

Previous Registrations

• 2022-11-28 → 2024-02-19
  Western Wealth Management Llc
  Golden, CO

Other Businesses

1) 03/09/2018 - Meridian Wealth Management - DBA for LPL Business (entity for LPL business)- inv rel - at reported business location(s) - start: 02/2018 - 160 hr/mth 2) 03/09/2018 - Notary - State of CO - inv rel - start: 02/2018 - 1 hr/mth

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-11-26
• S63 Uniform Securities Agent State Law Examination
  2012-04-11

Other Names

• Aleksandra Magdalena Borowska
• Lexy M Schmidt
• Aleksandra Magdalena Schmidt
• Aleksandra M Schmidt
• Aleksandra M Wardell