Carey Michelle Thistlethwaite

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

• 11/2011 → 11/2018
  Morgan Stanley
  Toledo, OH
• 12/2018 → 02/2023
  N/A
  Perrysburg, OH
• 02/2023 → 03/2025
  Ct Financial Partners, Llc
  Maumee, OH
• 03/2025 → Present
  Lpl Financial Llc
  Maumee, OH

Previous Registrations

• 2024-04-16 → 2025-04-04
  Ct Financial Partners, Llc
  Maumee, OH
• 2012-08-01 → 2018-12-03
  Morgan Stanley
  Toledo, OH
  Toledo, OH

Other Businesses

1) 03/21/2025 - CT Financial Partners, LLC - Investment Related - DBA for LPL Business (entity for LPL business) - At reported business location(s). - Start Date:03/01/2025 - 160 Hrs/Mth - 130 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-19
• S66 Uniform Combined State Law Examination
  2012-07-30

Other Names

• Carey M Benson
• Carey M Kamelesky
• Carey Michelle Benson