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LPl Financial LLC CRD 6413
$819B regulatory AUM 209,600 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-04-20 |
Branch Locations
6500 City West Parkway Suite 315, Eden Prairie, MN 55344 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ryan Grant Investments | Eden Praire | MN | 03/2024 | Present |
| Next Financial | Eden Prairie | MN | 10/2024 | 07/2025 |
| Ameriprise Financial | Minneapolis | MN | 07/2021 | 02/2024 |
| Ryan Grant Investments | Eden Prairie | MN | 06/2020 | 08/2020 |
| Menomonie Food Co-Op | Menomonie | WI | 08/2019 | 09/2019 |
| Unemployed/Student | Menomonie | MN | 08/2020 | 06/2021 |
| Unemployed/Student | Menomonie | MN | 10/2019 | 05/2020 |
| Market Place Foods | Menomonie | MN | 07/2018 | 05/2019 |
| Unemployed/Student | Menomonie | MN | 06/2019 | 07/2019 |
| Computer Dock | Winona | MN | 06/2017 | 06/2018 |
| The Boathouse Restaurant | Winona | MN | 07/2017 | 09/2017 |
| Amazon Fulfillment Center | Shakopee | MN | 07/2016 | 05/2017 |
| Lpl Financial Llc | Eden Prairie | MN | 07/2025 | Present |
1- 07/2025 - Ryan Grant Investments - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/01/2024 - 120 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-18 |
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