Joseph Daniel Keimig

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

• 05/2018 → 12/2018
  Alerus Securities
  Fargo, ND
• 09/2015 → 07/2020
  Alerus Financial
  Fargo, ND
• 12/2018 → 07/2020
  Infinex Investments, Inc.
  Meriden, CT
• 06/2020 → 05/2021
  Mass Mutual Life Insurance Company
  Fargo, ND
• 07/2020 → 05/2021
  Mml Investors Services
  Fargo, ND
• 05/2021 → 07/2026
  Eighth Wonder Investments Llc
  Fargo, ND
• 07/2026 → Present
  Lpl Financial Llc
  Fargo, ND
• 07/2026 → Present
  Bank Forward
  Fargo, ND

Previous Registrations

• 2021-05-27 → 2026-08-05
  Eighth Wonder Investments
  Fargo, ND
• 2020-08-18 → 2021-05-10
  Mml Investors Services, Llc
  Fargo, ND

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-24
• S63 Uniform Securities Agent State Law Examination
  2018-07-16

Other Names

• Joe Keimig