Joel Donald Hanson

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

• 08/2014 → 04/2024
  Cambridge Investment Research, Inc
  Fairfield, IA
• 04/2024 → Present
  Lpl Financial Llc
  Cedar Rapids, IA

Previous Registrations

• 2016-07-29 → 2024-04-16
  Cambridge Investment Research Advisors, Inc.
  Cedar Rapids, IA
  West Des Moines, IA
  Davenport, IA
  Columbia, MO
  Kansas City, MO
  Eden Prairie, MN
  Mankato, MN
  St. Paul, MN
  Rochester, MN
  Cedar Rapids, IA
  Cedar Rapids, IA
  Cedar Rapids, IA
  Cedar Rapids, IA

Other Businesses

1. 03/04/2024- Notary- State of Iowa- Investment Related- Start Date 10/2023 2. 03/04/2024- Edge Investment Solution- DBA for LPL Business (entity for LPL business)- Investment Related- at report business location (s)-160 hrs per mnth- 8 hrs during Trading- Start Date 08/2012 3. 03/04/2024- Dave Ramsey- SmartVestor PRO- Non Inv Rltd- at report business location (s) -Start Date 08/2016 4. 03/04/2024- Non-Variable Insurance- Investment Related- at report business location (s)- Start Date 11/2016

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-27
• S63 Uniform Securities Agent State Law Examination
  2015-12-30