Joseph Jakob Vidmar

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

• 02/2012 → Present
  Lpl Financial Llc
  Chicago, IL

Other Businesses

1. 11/04/2014 - NO BUSINESS NAME - REAL ESTATE RENTAL - INV REL - The rental property location is 2158 W. Grand Ave, Unit 301, Chicago, IL 60612 - My wife and I own a condo that we utilize as a rental property. We do not rent the property to broker-dealer types or clients - OBA START 6/1/2013 - 1 HR PER MONTH/0 HRS DURING TRADING. 2. 10/24/2016 - Leaders Partners, Inc. - Non-Variable Insurance - INV REL - 100 S. Wynstone Park Drive, North Barrington, IL 60010 - Start 10/06/2016 - 1 Hr/Mo; 1 Hour(s) During Securities Trading - I'm not an owner of the agency and will be compensated by commission as an Insurance Agent. 3. 9/8/2020 - MV Capital Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 8/21/2020 - 0 Hours Per Month/0 Hours During Securities Trading. 4. 8/9/2021 - Liberty Bankers Life Insurance Company & Capital Life Insurance Company - Investment Related - 9800 Woodway Dr., Waco, TX 76712 - Non-Variable Insurance - Agent - Started 06/28/2021 - 1 Hour Per Month/0 Hours During Securities Trading - Fixed annuities.

Exams

• S66 Uniform Combined State Law Examination
  2012-04-13

Other Names

• Joe Jakob Vidmar