Adam King Skumawitz

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

• 12/2011 → 12/2018
  Thrivent Investment Management Inc
  Temecula, CA
• 06/2012 → 12/2018
  Thrivent Financial For Lutherans
  Appleton, WI
• 12/2018 → 04/2023
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 12/2018 → 04/2023
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 04/2023 → Present
  Lpl Financial Llc
  Temecula, CA

Previous Registrations

• 2018-12-03 → 2023-05-04
  Cambridge Investment Research Advisors, Inc.
  Temecula, CA
• 2012-04-04 → 2018-12-04
  Thrivent Investment Management Inc.
  Thousand Oaks, CA
  Temecula, CA

Other Businesses

1- 03/2005 / FOOTBALL PROPER INC, / business owner / Non investment related / 8 Hrs mnth, 1 Hr during Trdng & 10 Time Spnt / Temecula, Ca 2- 04/2023 / Anselmo Investment Management / DBA for LPL Business (entity for LPL business) / Investment Related / 140 Hrs Mnth, 8 Hrs during Trdng & 90 Time Spnt / Temecula, Ca

Exams

• S66 Uniform Combined State Law Examination
  2012-03-02