Chase Allen Cardinal

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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

• 03/2025 → Present
  Lpl Enterprise Llc
  St. Louis Park, MN
• 05/2023 → 08/2023
  Nfp
  Plymouth, MN
• 05/2020 → 08/2020
  Menards
  Hermantown, MN
• 01/2015 → 05/2018
  Forkless
  Maple Plain, MN
• 10/2019 → 02/2024
  Uber Eats
  Duluth, MN
• 09/2019 → 07/2024
  University Of Minnesota Duluth
  Duluth, MN
• 08/2024 → 02/2025
  Unemployed
  Independence, MN
• 06/2018 → 08/2019
  Unemployed
  Independence, MN

Other Businesses

1. 02/24/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - Independence, MN - Start Date 02/24/2025 - 160hrs/MTH 2. 02/24/2025 - N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Inv Related - Independence, MN - Start Date 02/24/2025 - 160hrs/MTH

Exams

• S66 Uniform Combined State Law Examination
  2025-06-05