Alyssa Rose Sanderson

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

• 07/2021 → 09/2022
  Embolden Wealth Management
  Itasca, IL
• 06/2021 → 07/2021
  Unemployed
  Streamwood, IL
• 05/2021 → 06/2021
  Wett Car Wash
  West Chicago, IL
• 04/2021 → 05/2021
  Unemployed
  Streamwood, IL
• 10/2018 → 03/2021
  Ameriprise Financial Services
  Fort Collins, CO
• 01/2015 → 10/2018
  Wash Worx Car Wash
  Loveland, CO
• 07/2021 → Present
  Lpl Financial
  Itasca, IL

Other Businesses

1-07/2021 / Embolden Wealth Management / DBA for LPL Business / Non Investment Related / Itasca, Illinois 2- 05/2022 / Notary / Notary / Non Investment Related / Itasca, Illinois 60143

Exams

• S66 Uniform Combined State Law Examination
  2023-02-13