Kari Jo Skedsvold

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

• 09/2005 → 08/2022
  Ameriprise Financial Services, Inc.
  Portland, OR
• 08/2022 → Present
  Lpl Financial Llc
  Portland, OR

Previous Registrations

• 2012-12-19 → 2022-08-31
  Ameriprise Financial Services, Llc
  Portland, OR
  Portland, OR
  Portland, OR

Other Businesses

1) 08/25/2022 - Rubino Skedsvold Moran & Associates - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 08/25/2022 - HARVMEISTER LLC - Real Estate Rental - Owner - Portland, OR - Start: 02/2005 3) 08/25/2022 - PEAMeister LLC - Real Estate Rental - Owner - Portland, OR - Start: 01/1999 4) 08/25/2022 - Bodywork, LLC - Real Estate Rental - Owner - Portland, OR - Start: 02/2005 5) 08/07/2023 - RSMA Wealth Management, Inc. - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 08/26/2022 - 240 Hours Per Month/ 8 Hours During Trading 6) 05/13/2024 - RSMA Wealth Management - DBA for LPL Business (entity for LPL business) - inv. Related - At Reported Business Location(s) - Start Date 05/01/2024 - 0hrs/mth 7) 06/30/2026 - Rubino, Skedsvold, Moran & Associates, Inc. - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 06/25/2026 - 5 hours per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2003-03-12
• S63 Uniform Securities Agent State Law Examination
  1998-12-01