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John W Strauch

LPl Financial LLC

Tigard, OR

CRD 5008120

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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:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-01-01
TX RA APPROVED 2022-05-02
  • OR RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2022-05-02

Branch Locations

6830 Sw Atlanta St, Ste 200, Tigard, OR 97223 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed, Inc Tigard OR 09/2014 07/2021
Strauch Investments Llc Portland OR 07/1999 07/2021
Various Insurance Carriers For W & R Insurance Agencies Portland OR 04/2015 07/2021
Lpl Financial Llc Tigard OR 07/2021 Present
  • 09/2014 → 07/2021
    Waddell & Reed, Inc
    Tigard, OR
  • 07/1999 → 07/2021
    Strauch Investments Llc
    Portland, OR
  • 04/2015 → 07/2021
    Various Insurance Carriers For W & R Insurance Agencies
    Portland, OR
  • 07/2021 → Present
    Tigard, OR
Previous Registrations
  • 2017-08-11 → 2021-07-21
    Waddell & Reed
    Lake Oswego, OR
    Seattle, WA
    Tigard, OR
Other Businesses

1) 1/1/2000 - Strauch Investments, LLC / Real Estate Rental / Investment Related / 0HRS/MO / 5216 SW 52nd Ave, Portland , OR, 97221

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-11
  • S66 Uniform Combined State Law Examination
    2018-05-11

View on SEC IAPD

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