Erin Elizabeth Thompson

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

• 06/2020 → 09/2023
  Ameriprise Financial Services, Llc
  Houghton, MI
• 05/2016 → 05/2019
  Upper Peninsula Power Company
  Houghton, MI
• 09/2018 → 09/2019
  Michigan Technological University
  Houghton, MI
• 08/2018 → 11/2018
  Dollar Bay-Tamarack City Public Schools
  Dollar Bay, MI
• 06/2019 → 06/2020
  Kerberrose Certified Public Accountants
  Shawano, WI
• 09/2023 → Present
  Lpl Financial Llc
  Houghton, MI

Previous Registrations

• 2021-06-02 → 2023-09-12
  Ameriprise Financial Services, Llc
  L'ANse, MI
  Houghton, MI

Other Businesses

1) 08/22/2023 - INSIGHT WEALTH SOLUTIONS. LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 300 Hours per month.

Exams

• S66 Uniform Combined State Law Examination
  2021-03-26

Other Names

• Erin Elizabeth Gast
• Erin E Gast
• Erin E Thompson