Jeremy John Mcarthur

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

• 10/2020 → 08/2023
  Minnesota Life Insurance Services
  St Paul, MN
• 10/2020 → 08/2023
  Securian Financial Services Inc
  St Paul, MN
• 10/2020 → 01/2025
  North Star Resource Group
  Minneapolis, MN
• 03/2016 → 09/2020
  Pepsico
  Coon Rapids, MN
• 08/2018 → 12/2020
  St. Cloud State University
  St Cloud, MN
• 10/2020 → 10/2021
  Cri Securities Llc
  St Paul, MN
• 08/2023 → 01/2025
  Cetera Advisor Networks Llc
  Madison, WI
• 08/2023 → 01/2025
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2025 → 01/2025
  Eb Capital Management
  Madison, WI
• 01/2025 → 01/2025
  Evenson Bellin Capital Management
  Madison, WI
• 02/2025 → 06/2025
  Retirement Income Strategies, Llc
  Evansville, WI
• 07/2025 → Present
  Summit Credit Union
  Fitchburg, WI
• 07/2025 → Present
  Lpl Financial Llc
  Fitchburg, WI

Previous Registrations

• 2025-02-09 → 2025-06-27
  Retirement Income Strategies, Llc
  Evansville, WI
• 2023-08-10 → 2025-01-30
  Cetera Investment Advisers Llc
  Madison, WI
  Verona, WI
• 2021-04-20 → 2023-08-10
  Securian Financial Services, Inc.
  Minneapolis, MN
  Madison, WI
  St. Paul, MN
• 2021-04-20 → 2021-10-28
  Cri Securities, Llc
  Minneapolis, MN

Other Businesses

1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Summit Financial Advisors - Investment related - At reported business location(s) - Start Date: 07/2025

Exams

• S66 Uniform Combined State Law Examination
  2021-03-31

Other Names

• Jeremy Mcarthur