Kristi Ellen Turchan

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

• 04/2013 → 12/2020
  Jgh & Associates
  Grand Rapids, MI
• 09/2014 → 01/2022
  Voya Financial Advisors
  Grand Rapids, MI
• 01/2021 → Present
  Ascend Wealth Management
  Grand Rapids, MI
• 01/2022 → Present
  Lpl Financial Llc
  Grand Rapids, MI

Previous Registrations

• 2011-01-03 → 2022-01-20
  Voya Financial Advisors, Inc.
  Bloomfield Hills, MI
  Grand Rapids, MI
  Columbus, OH
  Bloomfield Hills, MI
  Grand Rapids, MI
  Holland, MI
• 2010-11-19 → 2011-01-03
  Voya Financial Partners, Llc
  Grand Rapids, MI
  Grand Rapids, MI
  Southfield, MI
  Grand Rapids, MI
  Grand Rapids, MI

Other Businesses

1) 01/18/2022 - Business Entity For Tax/Investment Purposes Only - Turchan Financial Group - Investment Related - Grand Rapids, MI - Start Date 01/27/2016 - 160 hours per month/ 8 hours during trading 2) 01/18/2022 - DBA for LPL Business (entity for LPL business) - Ascend Wealth Management - Investment Related - At Reported Business Location(s) - Start Date 10/01/2020 - 160 hours per month/ 8 hours during trading 3) 01/18/2022 - Real Estate Rental - Kristi Turchan - Grand Rapids, MI - Start Date 11/1/2014 - 1 hour per month/ during trading 4) 04/13/2026 - Kristi Turchan - Real Estate Rental - Grand Rapids, MI - Start Date 05/29/2026 - 2 hours per month/ during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-01-05
• S65 Uniform Investment Adviser Law Examination
  1996-01-05

Other Names

• Kristi Ellen Turchan