Stephen Kuczynski

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

• 01/2016 → 01/2019
  Ameriprise Financial Services, Inc.
  Wall Township, NJ
• 02/2019 → Present
  Lpl Financial, Llc
  Wall Township, NJ

Previous Registrations

• 2017-08-25 → 2019-02-22
  Ameriprise Financial Services, Llc
  Wall Township, NJ

Other Businesses

1. 2/22/2019- Intellectual Capital Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 1/18/2019 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 4/3/2020 - ICG next - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/01/2020 - 160 Hours Per Month/130 Hours During Securities Trading. 3. 01/13/2022 - SBG Group Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 01/13/2022 - 1 Hour Per Month/1 Hour During Securities Trading. 4. 2/10/23 - Beacon ICG - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 10/18/2021 - 40 Hours Per Month/40 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2017-06-05