John Casper Furrer

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

• 08/2012 → Present
  Bmo Harris Financial Advisors, Inc.
  Menomonee Falls, WI
• 03/2021 → Present
  Lpl Financial Llc
  Menomonee Falls, WI

Previous Registrations

• 2012-08-01 → 2021-03-24
  Bmo Harris Financial Advisors, Inc.
  Menomonee Falls, WI
  Menomonee Falls, WI
  Chicago, IL
• 2005-09-15 → 2012-08-01
  M&I Financial Advisors, Inc
  Menomonee Falls, WI
  Menomonee Falls, WI
• 2010-04-27 → 2012-04-18
  M&I Investment Management Corp.
  Milwaukee, WI

Other Businesses

1)03/2021 - DBA for LPL Business (entity for LPL business) - BMO Investment Services  - Investment Related - Menomonee Falls, WI 53051 2)1994 - Outside/W-2 Employment - BASKETBALL OFFICIAL - 24Hrs/Mo 0Hrs/Mo During Trading - Not Investment Related - Menomonee Falls, WI 53051

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-10-04
• S63 Uniform Securities Agent State Law Examination
  1996-01-10