Megan Cordi-Standfest

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

• 08/2016 → 09/2020
  Whole Foods Market
  East Lansing, MI
• 09/2015 → 06/2020
  Lansing Community College/Western Michigan University
  Lansing, MI
• 01/2020 → Present
  Clean Home Task Force
  Chelsea, MI
• 05/2026 → Present
  Lpl Enterprise Llc
  Ann Arbor, MI

Other Businesses

1. 5/06/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - INV REL - Grass Lake MI - OBA Start date: 04/07/2026 - 160 Hour(s)/Month - 160 Hour(s) During Trading 2. 5/06/2026 - MEGAN CORDI-STANDFEST N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - INV REL - Grass Lake MI - OBA Start date: 04/07/2026 - 160 Hour(s)/Month - 160 Hour(s) During Trading 3. 5/06/2026- BagSack - Business Owner - Not INV REL - Grass Lake MI - OBA Start date: 10/01/2025 - 0 Hour(s)/Month - 0 Hour(s) During Trading 4. 5/06/2026 - Farm Bureau - Brad Case Agency - Property and Casualty - INV REL - Lansing MI - OBA Start date: 03/24/2026 - 10 Hour(s)/Month - 0 Hour(s) During Trading 5. 5/06/2026 - Midnight Garden Publishing - Author - Not INV REL - Grass Lake MI - OBA Start date: 08/15/2025 - 0 Hour(s)/Month - 0 Hour(s) During Trading 6. 5/06/2026 - Amazon - Outside/W-2 Employment - Not INV REL - Grass Lake MI - OBA Start date: 12/01/2025 - 0 Hour(s)/Month - 0 Hour(s) During Trading 7. 5/06/2026 - Meow & Associates - Clean Home Task Force - Business Owner - Not INV REL - Chelsea MI - OBA Start date: 01/01/2020 - 66 Hour(s)/Month - 66 Hour(s) During Trading

Exams

• S66 Uniform Combined State Law Examination
  2026-06-15