Lyle Ben Schonberger

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 → 03/2020
  Ameriprise Financial Services, Inc.
  Minneapolis, MN
• 10/2009 → 03/2020
  Ameriprise Financial Services, Inc.
  Troy, MI
• 03/2020 → 03/2024
  Ameriprise Financial Services, Llc
  Troy, MI
• 03/2024 → 01/2025
  Unemployed
  Birmingham, MI
• 01/2025 → Present
  Lpl Financial Llc
  Troy, MI

Other Businesses

1- 11/2024 / Upstream Investment Partners / DBA for LPL Business (entity for LPL business) / INV RLTD / 160 HRS MNTH / 8 HRS DURIN-G TRADING 2- 11/2024 / LYLAC WEALTH, LLC / Business Entity For Tax/Investment Purposes Only / NON INV RLTD 3. 02/10/2025- Lylac Estate Planning LLC- Other - Estate Planning- Not INV Related- At Troy MI- Start date 01/24/2025- 10 Hours Per Month- 5 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-09
• S63 Uniform Securities Agent State Law Examination
  1994-04-25