Bjorn Mark Miller

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

• 08/2010 → Present
  Northwestern College
  St Paul, MN
• 01/2013 → Present
  Lpl Financial
  White Bear Lake, MN

Other Businesses

1. 01/23/2013 - NORTH OAKS LEGAL SERVICES, INC. - LAW SERVICE REPRESENTATIVE - 5%/ WHITE BEAR LAKE, MN. 2. 01/23/2013 - NORTH OAKS FINANCIAL SERVICES/ DBA ONLY/ 60%/ WHITE BEAR LAKE, MN. 3. 12/09/2024 - Business Owner - Weekly Planner for Amazon/ Ebay - Not Investment Related - Home Based - Start Date 12/15/2024 - 5 hours per month/ 0 hours during trading 4) 02/04/2025 - North Oaks Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 02/01/2025 - 40 Hrs/Mth - 40 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-13
• S63 Uniform Securities Agent State Law Examination
  2015-10-06

Designations

• Certified Financial Planner