Boyd James Seidler

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.
  Appleton, WI
• 11/1998 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Appleton, WI
• 11/2010 → 06/2020
  Appleton Baseball Club
  Appleton, WI
• 01/2019 → 07/2021
  Boyd Seidler Tax Return Prep
  Appleton, WI
• 07/2021 → Present
  Lpl Financial Llc
  Green Bay, WI

Previous Registrations

• 1998-11-06 → 2021-07-21
  Waddell & Reed
  Waukesha, WI
  Waukesha, WI
  Appleton, WI
  Green Bay, WI
  Green Bay, WI
  Hamden, CT

Other Businesses

1) 07/21/2021 - Boyd Seidler Tax Return Prep- Tax Prep/Accounting/CPA- non-inv. related- Home Based - Start Date 7/31/2018 - 2 hours per month/ during trading 2) 10/24/2025 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 10/16/2025 - 1 hour per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  1998-11-05

Other Names

• Boyd Seidler