Michael L Child

Employer firm

LPg Capital Management CRD 297003

$108M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2008 → 12/2018
  Legacy Planning Group
  Salt Lake City, UT
• 03/2008 → 07/2018
  H. Beck, Inc.
  Rockville, MD
• 05/2018 → Present
  Lpg Capital Management Inc.
  So Jordan, UT
• 07/2018 → 08/2019
  Ifs Securities Inc.
  Atlanta, GA

Previous Registrations

• 2008-02-27 → 2018-12-27
  Legacy Planning Group
  Draper, UT
• 2008-01-31 → 2008-03-10
  Investment Management Corporation
  Salt Lake City, UT
• 2003-09-25 → 2007-12-10
  Investment Management Corporation
  Salt Lake City, UT
  Salt Lake City, UT
  Bountiful, UT
  Salt Lake City, UT
• 2002-08-20 → 2003-10-20
  Eagle Gate Securities, Inc.
  Salt Lake City, UT
• 2000-06-05 → 2002-08-14
  Ubs Financial Services Inc.
  Salt Lake City, UT

Other Businesses

KELTIC CT LLC & KILT ROCK LLC POSITION: PARTNER NATURE: RENTAL PROPERTIES: HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 11/15/2001 ADDRESS: 2881 W. 12825 S., RIVERTON UT 84065 DESCRIPTION: RENTAL PROPERTY -NO ACTIVITIES OR DUTIES Independent Insurance Agent: POSITION: AGENT NATURE: INSURANCE SALES INVESTMENT RELATED: YES HOURS: 3 INVESTMENT RELATED HOURS: 3 START DATE: 12/2018 ADDRESS: 406 W. South Jordan Parkway Ste 240 South Jordan, UT 84095 DESCRIPTION: SALES AND SERVICE OF INSURANCE PRODUCTS LASER LENDING, INC. POSITION: MLO NATURE: BUSINESS, MARKETING, OTHER INVESTMENT RELATED: YES NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 3 START DATE: 11/09/2012 ADDRESS: 406 W. South Jordan Parkway Ste 240 South Jordan, UT 84095 DESCRIPTION: MORTGAGE LOAN ORIGINATOR LPG CAPITAL MANAGEMENT INC. POSITION: OWNER NATURE: FINANCIAL SERVICES OR ADVISOR ACTIVITIES INVESTMENT RELATED: YES HOURS: 40 INVESTMENT RELATED HOURS: 37 START DATE: 05/2018 ADDRESS: 406 W. South Jordan Parkway, Suite 240 So. Jordan, UT 84095 DESCRIPTION: MANAGE AND SERVICE INVESTMENTS FOR CLIENTS. SEE ADVII FOR COMPLETE DESCRIPTION OF FEES AND SERVICES.

Exams

• S66 Uniform Combined State Law Examination
  2000-04-17
• S63 Uniform Securities Agent State Law Examination
  1998-10-20

Other Names

• Michael Lee Child