Geoffrey Charles Sadek

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

• 12/2014 → Present
  Lpl Financial Llc
  Ada, MI

Previous Registrations

• 2013-07-16 → 2015-01-07
  Pnc Wealth Management Llc
  Rockford, MI
  Grand Rapids, MI

Other Businesses

1. 10/10/2017 - Academy Wealth Management - Investment Related - At Reported Business Location(s) - Insurance Agency - Started 09/15/2017 - 10 Hours Per Month During Securities Trading. 2. 10/10/2017 - Academy Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/15/2017 - 40 Hours Per Month During Securities Trading - Life, annuity, long-term care, and disability. 3. 2/19/2019 - Growtrust Partners - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 02/13/2019 - 180 Hours Per Month/120 Hours During Securities Trading. 4. 11/13/2023 - Io Property Holdings / Sadek Enterprises - Investment Related - Grand Rapids, MI 49525 - Real Estate Rental - Start Date: 09/01/2021 - 4 Hours Per Month/0 Hours During Securities Trading - Commercial real estate property renting space to several tenants. 5. 12/17/2021 - No Business Name - Not Investment Related - Home Based - Other-Reps Business - Start Date: 02/01/2021 - 5 Hours Per Month/5 Hours During Securities Trading - Independent Contractor/Consultant. 6. 03/30/2026 - Sadek Rights Management LLC - Author - Not Investment Related - Ada, MI - Start Date 03/26/2026 - 10 hours per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2013-07-15