Terriann M Kreder

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

• 07/2014 → 03/2018
  Scottrade
  Saint Louis, MO
• 03/2018 → 11/2021
  Stifel Nicolaus & Co Inc
  Saint Louis, MO
• 11/2021 → 01/2022
  Raymond James Financial Services, Inc
  Saint Peters, MO
• 11/2021 → 01/2022
  Mission Financial
  Saint Peters, MO
• 03/2022 → 04/2024
  Stifel Nicolaus & Co Inc
  Saint Louis, MO
• 01/2022 → 03/2022
  Unemployed
  Cottleville, MO
• 04/2024 → 08/2025
  Lpl Financial Llc
  San Diego, CA
• 01/2026 → Present
  Lpl Financial Llc
  San Diego, CA
• 08/2025 → 11/2025
  Unemployed
  Cottleville, MO
• 12/2025 → 12/2025
  Moneta Group
  Clayton, MO

Other Businesses

1) 12/26/2025- St Louis Casino Party LLC- Outside/W-2 Employment / part time - Non-Inv. Related- Maryland Heights MO- start date 11/15/2016- 2hrs/mth- 0 during trading 2) 12/26/2025- Meramec Specialty CO INC DBA Fireworks City - Outside/W-2 Employment / part time - Non-Inv. Related- Arnold, MO- start date 5/15/2017- 10hrs/mth- 0 during trading 3) 12/26/2025- ICE Allstars - Outside/W-2 Employment/ Part-Time Front Desk Associate - Non-Inv. Related- Chesterfield, MO- start date 9/001/2024-- 30hrs/mth- 0 during trading

Exams

• S66 Uniform Combined State Law Examination
  2026-04-22
• S63 Uniform Securities Agent State Law Examination
  2002-07-06

Other Names

• Terriann Margaret Hemphill
• Terriann Margaret Baumann
• Terriann Margaret Baumann
• Terriann Margaret Dobyns
• Terriann Margaret Kreder
• Terriann M Kreder