Allikan Cree Dianne Martens

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

• 10/2022 → 04/2024
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 05/2019 → 04/2024
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2018 → 05/2019
  The Sanctuary Spa
  Cedar Rapids, IA
• 05/2018 → 08/2018
  The Weather Vane
  Cedar Rapids, IA
• 05/2017 → 05/2018
  Julie Golding
  Cedar Rapids, IA
• 05/2016 → 05/2017
  Hiawatha Day School
  Hiawatha, IA
• 08/2012 → 05/2017
  Alburnett Community School District
  Alburnett, IA
• 03/2024 → 04/2024
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 04/2024 → Present
  Lpl Financial Llc
  Cedar Rapids, IA

Previous Registrations

• 2024-03-07 → 2024-04-16
  Cambridge Investment Research Advisors, Inc.
  Cedar Rapids, IA

Other Businesses

1- 03/2024 / Allikan Cook / Notary / Investment Related / start date 03/25/2022 2- 03/2024 / Edge Investment Solutions / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mnth / 8 hrs during trading / start date 05/01/2019

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-21
• S63 Uniform Securities Agent State Law Examination
  2022-12-30

Other Names

• Allikan Cree Dianne Cook