Michael P Reimann

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

• 10/2009 → 01/2023
  Ameriprise Financial Services, Inc.
  Hoffman Estates, IL
• 01/2023 → Present
  Lpl Financial Llc
  Hoffman Estates, IL

Previous Registrations

• 2009-10-05 → 2023-01-13
  Ameriprise Financial Services, Llc
  St Charles, IL
  Hoffman Estates, IL
• 2007-04-13 → 2009-10-05
  Ameriprise Advisor Services, Inc.
  Princeton, IL
  St. Charles, IL
• 2001-01-30 → 2007-04-26
  Citigroup Global Markets Inc.
  Oakbrook Terrace, IL
  Oakbrook Terrace, IL

Other Businesses

1) 1/2023- EDGARTOWN, INC, - Business Entity For Tax/Investment Purposes Only- OWNER- inv. related- Hoffman Estates, IL- start date 3/15/2007- 200hrs/mth 2) 1/2023- Covered Bridge Wealth Management- DBA for LPL Business (entity for LPL business)- inv. related- Hoffman Estates, IL 3) 1/2023- 11Fifity Wealth Management- DBA for LPL Business (entity for LPL business)- inv. related- Hoffman Estates, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-01-03
• S63 Uniform Securities Agent State Law Examination
  1994-01-21

Other Names

• Michael Paul Reimann