Adam Lee Gilmore

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

• 05/2005 → 05/2025
  Osaic Wealth, Inc. Fka Royal Alliance Associates, Inc.
  Minneapolis, MN
• 05/2005 → 05/2025
  Financial Dimensions Group, Inc.
  Minneapolis, MN
• 05/2025 → Present
  Lpl Financial Llc
  Minneapolis, MN

Previous Registrations

• 2023-12-12 → 2025-05-06
  Osaic Wealth, Inc.
  Minneapolis, MN
  New Brighton, MN
• 2013-01-02 → 2024-11-01
  Financial Dimensions Group, Inc.
  New Brighton, MN
• 2007-08-07 → 2012-12-31
  Financial Dimensions Group, Inc.
  New Brighton, MN
  Minneapolis, MN

Other Businesses

1- 05/01/2025 / Gilmore Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)/ Start date: 11/27/2024 - 160 hrs mth / 8 hrs during trading 2. 05/01/2025 / Bogey Free Properties LLC / Investment Related / Roseville MN / Start date: 03/04/2025 0 hrs mth / 0 hrs during trading 3- 05/01/2025 / Pick Up The Kids LLC / Real Estate Rental / Investment Related / N Plymouth MN / Start date: 01/01/2005 0 hrs mth / 0 hrs during trading 4- 05/01/2025/ FDG Plaza Inc / Real Estate Rental / Investment Related / New Brighton MN / Start date: 01/01/2008 0 hrs mth / 0 hrs during trading 5. 09/04/2025 - Diversified Insurance Brokerage - Non-Variable Insurance - Inv Rel - At reported business Location(s) - Start date: 08/27/2025 - 1 hrs mth / 0 hrs during trading

Exams

• S66 Uniform Combined State Law Examination
  2007-08-03
• S63 Uniform Securities Agent State Law Examination
  1995-03-07

Other Names

• Adam L Gilmore