Lynn George Frehner

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

• 05/2004 → Present
  Lpl Financial, Llc
  Irvine, CA

Other Businesses

(1) 02/26/2014: FREHNER FINANCIAL & INSURANCE SERVICES, INC. - INV REL - 959 S COAST DR STE 210, COSTA MESA, CA 92626-7732 - NON-VARIABLE INSURANCE - 1% OF TIME SPENT - LIFE INSURANCE AND LONG TERM CARE BUSINESS (2) 02/27/2014: FREHNER WEALTH MANAGEMENT - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 959 S COAST DR STE 210, COSTA MESA, CA 92626-7732 - 80% OF TIME SPENT (3) 03/03/2014: FREHNER FINANCIAL & INSURANCE SERVICES, INC. DBA FREHNER WEALTH MANAGEMENT - FMT - 5% OF TIME SPENT - TEACHING FINRA APPROVED ADULT EDUCATIONAL COURSE. THE FEES COLLECTED FROM PARTICIPANTS MAY COVER THE COST BUT DOES NOT NET US ANY PROFITS. 4). 05/28/2019 - FWM Client Choice - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:05/14/2019 - 2 hrs/mo - 0 hrs during trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-10-11

Designations

• Certified Financial Planner