Cassandra Bogaards

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

• 10/2017 → 11/2019
  Elements Financial
  Indianapolis, IN
• 10/2015 → 10/2017
  Horizon Bank
  Michigan City, IN
• 09/2018 → Present
  Lpl Financial Llc
  Indianapolis, IN

Other Businesses

1. 04/01/2025 - Old National Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/01/2025

Exams

• S66 Uniform Combined State Law Examination
  2021-07-13

Other Names

• Bogaards Lynn Cassie
• Mullen Lynn Cassandra