Andrea Ringer Koslowsky

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

• 11/2013 → 04/2022
  U.S. Bancorp Investments, Inc.
  Spokane, WA
• 04/2022 → 02/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Coeur D'ALene, ID
• 06/2022 → 02/2025
  Bank Of America, N.A
  Coeur D Alene, ID
• 02/2025 → Present
  Lpl Financial
  Spokane, WA

Previous Registrations

• 2022-04-07 → 2025-02-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Coeur D'ALene, ID
  Spokane, WA
• 2013-11-13 → 2022-04-14
  U.S. Bancorp Investments, Inc.
  Spokane, WA
  Ritzville, WA
  Spokane, WA
  Spokane, WA
  Spokane, WA
  Spokane, WA
  Post Falls, ID
  Potlatch, ID
  Coeur D'ALene, ID
  Kellogg, ID
  Sandpoint, ID
  Pinehurst, ID
  Moscow, ID
  Coeur D'ALene, ID
  Priest River, ID
  Saint Maries, ID
  Coeur D'ALene, ID
  Wallace, ID
  Spokane Valley, WA
  Coeur D'ALene, ID
  Coeur D'ALene, ID
  Pinehurst, ID
• 2013-06-03 → 2013-10-08
  Edward Jones
  St Louis, MO
  Spokane, WA
  Spokane, WA

Other Businesses

1- 02/2025 / Magnolia Wealth / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s)

Exams

• S66 Uniform Combined State Law Examination
  2013-03-15

Other Names

• Andrea Lynn Ringer
• Andi Ringer
• Andi R Koslowsky
• Andrea L Ringer