Travis Jay Lacelle

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

• 02/2019 → 01/2020
  Pnc Investments
  Brighton, MI
• 10/2017 → 02/2019
  Fifth Third Securities Inc
  Brighton, MI
• 10/2007 → 10/2017
  Fifth Third Securites
  Saint Johns, MI
• 01/2020 → 09/2023
  Citizens Securities, Inc
  Owosso, MI
• 09/2023 → 01/2024
  Infinex Investments Inc
  Grand Ledge, MI
• 09/2023 → Present
  Flagstar Bank
  Grand Ledge, MI
• 02/2024 → Present
  Lpl Financial
  Grand Ledge, MI

Previous Registrations

• 2023-09-19 → 2024-02-01
  Osaic Institutions, Inc.
  Grand Ledge, MI
• 2020-01-30 → 2023-09-15
  Citizens Securities, Inc.
  Fairlawn, OH
  Okemos, MI
  Chesaning, MI
  Owosso, MI
  Clinton Township, MI
  Brighton, MI
  Novi, MI
  Novi, MI
• 2019-03-05 → 2020-02-03
  Pnc Wealth Management Llc
  Brighton, MI
  Howell, MI
  Pinckney, MI
• 2017-01-09 → 2019-02-08
  Fifth Third Securities, Inc.
  East Lansing, MI
  St. Johns, MI
  Howell, MI
  Brighton, MI
  Brighton, MI
  Hamburg, MI
  Dewitt, MI

Other Businesses

1) 12/2023 - Flagstar Wealth Services - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-01-09
• S63 Uniform Securities Agent State Law Examination
  2008-11-05