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LPl Financial LLC CRD 6413
$819B regulatory AUM 209,600 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-03-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Park Rapids | MN | 02/2025 | Present |
| Citizens National Bank | Park Rapids | MN | 01/2025 | Present |
| University Of Minnesota, Hubbard County Extension Office | Park Rapids | MN | 04/2024 | 01/2025 |
| We Sell Your Stuff, Inc | Park Rapids | MN | 02/2019 | 01/2025 |
| Northstar Orthodontics | Park Rapids | MN | 05/2016 | 02/2019 |
1)11/10/2025 - Citizens Financial Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-03 |
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