Jaime Kathleen Wichlacz

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

• 09/2016 → 09/2018
  Bostons Restaraunt
  Shelby Township, MI
• 09/2018 → 08/2019
  Biggby Coffee
  Shelby Township, MI
• 02/2019 → 08/2019
  Joe Dumars Fieldhouse
  Shelby Township, MI
• 09/2019 → 03/2022
  University Of Detroit Mercy
  Detroit, MI
• 07/2022 → 08/2022
  The Guidance Center
  Southgate, MI
• 12/2020 → 12/2023
  Lpl Financial
  Rochester, MI
• 09/2015 → 05/2019
  Henry Ford Ii High School
  Sterling Heights, MI
• 08/2019 → 10/2022
  University Of Detroit
  Detroit, MI
• 12/2023 → Present
  Lpl Financial, Llc
  Rochester, MI

Other Businesses

1- 09/05/2023- Encompass Financial Partners - DBA for LPL Business (entity for LPL business) - INVESTMENT RELATED - START DATE 05/30/2022 - 120 HRS MNTH - 6 HRS DURING TRADING 2- 01/17/2025 - Walnut Beech Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date:01/10/2023 - 40 Hrs/Mth - 5 Hrs During Trading. 3- 02/26/2025 - Clark and Betancourt - Outside/W-2 Employment - Assistant - Investment Related - 1301 W Long Lake Rd. Ste. 200 Troy MI 48098 - Start Date 02/18/2025 - 0 hours per month/ during trading 4. 08/18/2025 - JAIME WICHLACZ - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date:08/08/2025 - 5 Hrs/Mth - 2 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2023-12-13