Robert Scott Kreischer

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

• 01/2017 → 12/2020
  Edward Jones
  St Louis, MO
• 10/2014 → 12/2016
  Yellow Boxfish
  Yorkville, IL
• 12/2020 → 12/2020
  Ameriprise Financial Services Inc
  Downers Grove, IL
• 03/2020 → 03/2020
  Ameriprise Financial Services, Llc
  Downers Grove, IL
• 12/2020 → 12/2025
  Ameriprise Financial Services, Llc.
  Downers Grove, IL
• 12/2025 → Present
  Lpl Financial
  Scottsdale, AZ

Previous Registrations

• 2020-12-04 → 2025-12-11
  Ameriprise Financial Services, Llc
  Downers Grove, IL
  West New York, NJ
  Scottsdale, AZ
  Glendale, AZ
• 2017-06-02 → 2020-12-07
  Edward Jones
  Yorkville, IL
  St Louis, MO
  Sugar Grove, IL
  Plainfield, IL

Other Businesses

1- 11/20/2025 - Four Majors Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2-11/20/2025 - Real Estate Rental - Inv Rel - Champaign, IL - Start: 04/2019 - 1 Hr/Mth 3- 04/28/2026 - Four Majors Wealth Management LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - Scottsdale, AZ - Start DAte 03/24/2026 - 40 hours per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2017-03-24
• S65 Uniform Investment Adviser Law Examination
  1994-05-24
• S63 Uniform Securities Agent State Law Examination
  1994-04-21

Other Names

• Scott Kreischer