William Neef

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

• 03/2026 → Present
  Lpl Enterprise Llc
  Ann Arbor, MI
• 06/2016 → 10/2025
  Berline
  Royal Oak, MI
• 11/2025 → Present
  Berline
  Royal Oak, MI

Other Businesses

1. 03/13/2026 - William Neef, N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - Howell, MI - OBA Start Date: 03/13/2026 2. 03/13/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - Howell, MI - OBA Start Date: 03/13/2026 3. 03/13/2026 - BERLINE - Outside/W-2 Employment - Not Inv Related - 25 Hour(s)/Month - 25 Hour(s) During Trading - Howell, MI - OBA Start Date: 11/01/2025 4. 03/13/2026 - The Community House - Non-Profit Board Member - Not Inv Related - 10 Hour(s)/Month - 05 Hour(s) During Trading - Birmingham, MI - OBA Start Date: 02/01/2020

Exams

• S66 Uniform Combined State Law Examination
  2026-05-27