Kyle Hancharick

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

• 10/2018 → Present
  Strata Financial Group, Llc
  Sheffield Village, OH
• 04/2017 → 09/2018
  Donald Martens & Sons Ambulance Service, Inc.
  Brooklyn, OH
• 03/2012 → 03/2017
  Delta Energy Services, Llc
  Dublin, OH
• 05/2019 → 11/2024
  Osaic Wealth, Inc.
  Sheffield Village, OH
• 10/2019 → 01/2023
  Harrington Asset Management, Inc.
  Dublin, OH
• 11/2017 → Present
  Kyle Hancharick, Notary Public
  Sheffield Village, OH
• 11/2024 → Present
  Lpl Financial Llc
  Sheffield Village, OH

Previous Registrations

• 2021-06-25 → 2024-11-11
  Osaic Wealth, Inc.
  Sheffield Village, OH
• 2019-10-16 → 2023-01-05
  Harrington Asset Management Inc
  Sheffield Village, OH
  Dublin, OH

Other Businesses

1) 10/2024 - STRATA FINANCIAL GROUP. LLC / DBA for LPL Business (entity for LPL business) / Inv. Related / Sheffield Village. OH 44035 / Start date 06/26/2019 -150 hrs per month - 95% Time Spent 2) 10/2024 - Kyle Hancharick, Notary Public / Inv. Related / Sheffield Village, OH 44035 / Start date 11/12/2017 - 1 Hrs per month - 1 % Time Spent 3) 12/05/2025 - Kyle Hancharick - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 10/14/2024 - 5 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2019-09-30

Designations

• Certified Financial Planner