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Charles James Reimers

LPl Financial LLC

Edina, MN

CRD 6029897

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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:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2016-11-04
  • MN RA
    APPROVED
    Since 2016-11-04

Branch Locations

8000 W 78Th St Ste 150, Edina, MN 55439-2543 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Metlife Securities Bloomington MN 02/2012 11/2016
Lpl Financial Llc Edina MN 11/2016 Present
  • 02/2012 → 11/2016
    Metlife Securities
    Bloomington, MN
  • 11/2016 → Present
    Lpl Financial Llc
    Edina, MN
Previous Registrations
  • 2014-02-03 → 2016-11-08
    Msi Financial Services, Inc.
    Minnetonka, MN
Other Businesses

1)11/4/16-Arazon Financial Group, LLC- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)- 100%

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-03-08
  • S63 Uniform Securities Agent State Law Examination
    2012-03-08
Other Names
  • Charley Reimers

View on SEC IAPD

Nearby Firms

THOMAS LEO ADVISORY, LLC
STAIRWAY PARTNERS, LLC
MSM FINANCIAL, LLC

Nearby Investors

ANDREW JAMES TUFFORD
STEPHANIE MEALMAN STUART
CHARLES ROBERT COOPER

Nearby Offices

LPL FINANCIAL LLC · EDINA, MN
THOMAS LEO ADVISORY, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN

More in Edina, MN

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