Lucelia Dawn Willms

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

• 09/2025 → Present
  Lpl Financial Llc
  Sioux Falls, SD
• 10/2019 → 09/2025
  Rumpca Services Inc
  St Paul Park, MN
• 02/2019 → 10/2019
  Wells Fargo
  Shoreview, MN
• 04/2018 → 02/2019
  Wells Fargo
  Shoreview, MN
• 09/2017 → 04/2018
  Volt - 3M Global Channel Services Contract
  St Paul, MN
• 02/2004 → 09/2017
  Sole Proprietor - Luci's Daycare
  Woodbury, MN

Other Businesses

1- 12/2025 / Falls Planning Group / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s)

Exams

• S66 Uniform Combined State Law Examination
  2026-03-19

Other Names

• Luci D Willms
• Luci Dawn Willms
• Luci D Merideth
• Lucelia Dawn Merideth