Frank Xiaodong Feng

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

• 03/1997 → 12/2021
  Cuna Mutual Group
  Waverly, IA
• 12/2021 → Present
  Lpl Financial Llc
  Stockton, CA

Previous Registrations

• 2001-04-11 → 2021-12-06
  Cuna Brokerage Services, Inc.
  Stockton, CA
  Stockton, CA
  Stockton, CA
  Stockton, CA

Other Businesses

1)11/03/2021 - Valley Strong Retirement & Wealth Management Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 12/2021 2)11/03/2021 - Real Estate Rental - Owner - Stockton, CA - Inv Rel - Start: 10/2021

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-30
• S63 Uniform Securities Agent State Law Examination
  1992-07-11

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Xiaodong Feng
• Frank Feng
• Xiaodong Frank Feng
• Xiaodong Feng