Cassandra Patricia Beran

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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

• 06/2011 → 11/2024
  Pruco Securities, Llc.
  Eau Claire, WI
• 06/2011 → Present
  Prudential Insurance Company Of America
  Eau Claire, WI
• 11/2024 → Present
  Lpl Enterprise, Llc
  Eau Claire, WI

Previous Registrations

• 2018-07-27 → 2024-11-14
  Pruco Securities, Llc.
  Eau Claire, WI
  St. Louis Park, MN
  Eau Claire, WI

Other Businesses

1) 03/04/2025-90th Street Studio-Business Owner-Photography-Not Inv related-At Eau Claire, WI-Start date 11/01/2019-3hrs/mth-0hrs/mth during trading 2) 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s)

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-07-11
• S63 Uniform Securities Agent State Law Examination
  2011-08-12

Other Names

• Cassandra Eaton
• Cassandra Patricia Eaton