Hillari Marie Runsat

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 → 09/2023
  Ameriprise Financial Services, Inc
  Iron Mountain, MI
• 02/2014 → 10/2018
  Fittante & Colenso Cpa Pc
  Iron Mountain, MI
• 05/2013 → 10/2018
  Pine Grove Country Club
  Iron Mountain, MI
• 01/2015 → 05/2019
  University Of Wisconsin Eau Claire
  Eau Claire, WI
• 09/2023 → Present
  Ll Financial Llc
  Iron Mountain, MI

Previous Registrations

• 2019-11-06 → 2023-09-12
  Ameriprise Financial Services, Llc
  Iron Mountain, MI

Other Businesses

1) 09/06/2023 - insight Wealth Solutions. LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 180 Hours per month.

Exams

• S66 Uniform Combined State Law Examination
  2019-10-04

Other Names

• Hillari Marie Ward