Michael John Kosolcharoen

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

• 07/2015 → 10/2022
  Edward Jones
  Saint Louis, MO
• 10/2022 → Present
  Lpl Financial Llc
  San Clemente, CA

Previous Registrations

• 2015-10-19 → 2022-10-25
  Edward Jones
  San Clemente, CA
  San Juan Capistrano, CA
  Laguna Niguel, CA
  Laguna Niguel, CA
  St Louis, MO
  Ladera Ranch, CA

Other Businesses

1) 10/2022 / Elite Wealth Group / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / At Reported Business Location(s)/ Start Date 10/24/2022 2) 10/2022 / EWG, INC. / Business Entity For Tax/Investment Purposes Only /owner / NOT INVESTMENT RELATED / San Clemente, CA/ Start Date 10/24/2022 3) 07/24/2023 - Elite Wealth Group - Investment Related - San Clemente, CA - Real Estate Rental - Start Date 06/01/2023 - 0 Hours Per Month/ During Trading 4) 10/27/2025 - GMC Capital Venturs - Business Entity For Tax/Investment Purposes Only - Investment Related - San Clemente, CA - Start Date 10/15/2025 - 0 hours per month/ during trading 5) 03/31/2026 - Michael J Kosolcharoen - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 03/30/2026 - 2 hours per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2015-09-04

Other Names

• Michael J Kosolcharoen