Molly Ann Root

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

• 09/2005 → 12/2023
  Thrivent Investment Managment, Inc
  Golden Valley, MN
• 09/2005 → 12/2023
  Thrivent Financial For Lutherans
  Appleton, WI
• 12/2023 → 11/2024
  Pruco Securities, Llc
  Saint Louis Park, MN
• 12/2023 → Present
  The Prudential Insurance Company Of America
  Saint Louis Park, MN
• 11/2024 → Present
  Lpl Enterprise, Llc
  St. Louis Park, MN

Previous Registrations

• 2023-12-19 → 2024-11-14
  Pruco Securities, Llc.
  St. Louis Park, MN
• 2007-01-03 → 2023-12-20
  Thrivent Investment Management Inc.
  Golden Valley, MN
  Eden Prairie, MN
  Eden Prairie, MN
  Golden Valley, MN
  Burnsville, MN
  Minnetonka, MN
  Golden Valley, MN

Exams

• S66 Uniform Combined State Law Examination
  2006-08-02
• S63 Uniform Securities Agent State Law Examination
  2005-12-19