Mark Nelson Lindbloom

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

• 07/2004 → Present
  Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.)
  Evergreen Park, IL

Previous Registrations

• 1998-02-14 → 2004-07-08
  Morgan Stanley Dw Inc.
  Orland Park, IL

Other Businesses

1. 4/22/2009 - MNL WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-02-02
• S63 Uniform Securities Agent State Law Examination
  1994-07-07