Keith Michael Manning

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

• 07/1993 → Present
  Kamins & Manning, P.C.
  Severna Park, MD
• 11/1993 → Present
  Grove Point Investments, Llc
  Rockville, MD
• 05/2001 → Present
  Lighthouse Financial Services
  Severna Park, MD
• 04/2021 → 05/2025
  Grove Point Advisors, Llc
  Rockville, MD
• 05/2025 → Present
  Lpl Financial Llc
  Severna Park, MD

Previous Registrations

• 2021-04-01 → 2025-05-01
  Grove Point Advisors, Llc
  Rockville, MD
  Severna Park, MD
  Rockville, MD
• 2001-03-16 → 2021-04-01
  Grove Point Investments, Llc
  Rockville, MD
  Severna Park, MD

Other Businesses

1- 05/2025 - Lighthouse Financial Services, LLC - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 06/01/2001 - 1 hour per month/ during trading 2- 05/2025 - Lighthouse Financial Services, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/01/2001 - 20 hours per month/ during trading 3- 05/2025 - Kamins and Manning, P.C. - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 07/13/1993 - 178 hours per month/ 120 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2001-03-02
• S65 Uniform Investment Adviser Law Examination
  1999-06-25
• S63 Uniform Securities Agent State Law Examination
  1995-01-13

Designations

• Personal Financial Specialist