Casey R Herbolsheimer

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

• 07/2005 → Present
  Linsco/Private Ledger Corp.
  Norfolk, NE

Other Businesses

1. 12/26/2007 - NON-VARIABLE INSURANCE / NATIONAL LIFE COMPANY / 1% OF TIME SPENT. 2. 06/02/2010 - DBA ONLY / ELKHORN VALLEY INVESTMENTS / 100% OF TIME SPENT. 3. 01/20/2012 - NON-VARIABLE INSURANCE / WRITING AGENT FOR BLUE CROSS BLUE SHIELD OF NE. WILL WRITE HEALTH, MEDICARE SUPPLEMENTS, MEDICARE PART D, AND MEDICARE ADVANTAGE PLANS THROUGH BCBS OF NE. / 5% OF TIME SPENT.

Exams

• S66 Uniform Combined State Law Examination
  2005-09-15
• S63 Uniform Securities Agent State Law Examination
  2003-07-29

Designations

• Certified Financial Planner