Lance Philip Minnichsoffer

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

• 04/2011 → 07/2021
  Waddell & Reed Inc
  Bloomington, MN
• 08/2011 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  St Paul, MN
• 09/2014 → 01/2019
  Lori Tauring
  Bloomington, MN
• 01/2018 → 12/2018
  Tyr Financial Group Llc
  Hopkins, MN
• 01/2020 → 01/2023
  Blue Heron Professional Group Llc
  Bloomington, MN
• 07/2021 → Present
  Lpl Financial, Llc
  Bloomington, MN

Previous Registrations

• 2012-03-05 → 2021-07-21
  Waddell & Reed
  St Paul, MN
  Savage, MN
  Bloomington, MN

Other Businesses

1) 12/29/2022 - LPM 24, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 12/13/2022 - 40 Hours Per Month/40 Hours During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-02-15
• S63 Uniform Securities Agent State Law Examination
  2011-06-15

Designations

• Certified Financial Planner

Other Names

• Lance Minnichsoffer