Michael Lee Erpenbach

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

• 09/1998 → 07/2021
  Waddell & Reed, Inc
  Lake Elmo, MN
• 12/1998 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies
  Oakdale, MN
• 04/2005 → 07/2021
  Education Resource Partners, Inc.
  Oakdale, MN
• 07/2011 → 03/2021
  St. John'S University Alumni Board
  Collegeville, MN
• 11/2016 → 07/2021
  Willy Zimmerman
  Lake Elmo, MN
• 07/2016 → 07/2021
  Sju Alumni Assoc
  Collegeville, MN
• 07/2021 → Present
  Lpl Financial Llc
  Lake Elmo, MN

Previous Registrations

• 1998-12-02 → 2021-07-21
  Waddell & Reed
  St Paul, MN
  Lake Elmo, MN
  St Paul, MN
  Savage, MN

Other Businesses

1. 08/2016/MICHAEL ERPENBACH/Cedar Ridge Wealth Management Group, LTD/DBA for LPL Business (entity for LPL business)/Investment Related/45 HRS/MO/Lake Elmo, MN 2. 2006/Education Resource Partners Inc./Other - Business Owner/Investment Related/2 HRS/MO/Oakdale, MN

Exams

• S66 Uniform Combined State Law Examination
  1998-11-28

Designations

• Certified Financial Planner

Other Names

• Michael Erpenbach
• Erpenbach Mike