Veronika Zakalinska Carter

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

• 03/2019 → 10/2022
  Tomren Wealth Management
  San Ramon, CA
• 05/2017 → 03/2019
  Fox Properties
  Mill Valley, CA
• 09/2009 → 05/2017
  Aspen Home Care
  Sausalito, CA
• 10/2022 → Present
  Tomren Wealth Management
  San Ramon, CA
• 08/2024 → Present
  Lpl Financial Llc
  San Ramon, CA

Previous Registrations

• 2021-08-30 → 2024-08-20
  Commonwealth Financial Network
  San Ramon, CA

Other Businesses

1) 06/03/2024 - TOMREN WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) -0 Start: 08/2024 - 160 Hr/Mth 2) 07/01/2026 - TomrenSullivan - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/29/2026 - 160 hours per month/ during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-30

Other Names

• Veronika Volodimirivna Zakalinska
• Veronika Carter