Casey W Sackman

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

• 01/2024 → Present
  Lpl Financial Llc
  Beach Park, IL
• 01/2016 → 05/2017
  Franconi Development
  Long Grove, IL
• 05/2017 → 11/2021
  Excel Ltd Inc
  Grayslake, IL
• 11/2021 → 12/2023
  Evergreen Medical Services
  Chicago, IL

Other Businesses

1) 04/2024 - Sackman and Son Financial Services - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 100% time spent

Exams

• S66 Uniform Combined State Law Examination
  2024-07-24

Other Names

• Casey William Sackman