Michael Norman Labedz

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

• 03/2015 → 01/2024
  Woodbury Financial Services Inc
  Darien, IL
• 01/2024 → 04/2024
  Osaic Wealth, Inc.
  Fort Myers, FL
• 04/2024 → Present
  Lpl Financial Llc
  Fort Myers, FL

Previous Registrations

• 2024-01-19 → 2024-05-02
  Osaic Wealth, Inc.
  Fort Myers, FL
• 2015-03-17 → 2024-01-19
  Woodbury Financial Services, Inc.
  Darien, IL
  Greenwood Village, CO
  Fort Myers, FL
• 2005-09-22 → 2015-03-30
  Lpl Financial Llc
  Woodridge, IL
  Darien, IL
  Darien, IL
  Lake Zurich, IL
  La Grange, IL
  Woodridge, IL

Other Businesses

1) 04/2024 - Real Estate Rental / Owner / Inv. Related / WI 53115 / Start date 04/12/2023 - 1 Hrs per month 2) 04/2024 - Real Estate Rental / Owner / Inv. Related / IL 60525 / Start date 05/01/2021 - 2 Hrs per month - 1 % Time Spent 3) 04/2024 - Real Estate Rental / Inv. Related / Lake Zurich 60047 /Start date 03/01/2020 - 4) 04/2024 - CML Insurance Group / Non-Variable Insurance / Inv. Related / FtMyers FL / Start date 04/01/2005 - 5 Hrs per month - 5 % Time Spent

Exams

• S66 Uniform Combined State Law Examination
  2006-01-17
• S65 Uniform Investment Adviser Law Examination
  2001-12-05
• S63 Uniform Securities Agent State Law Examination
  1996-03-19

Other Names

• Michael Norman Labedz
• Michael Labedz