Kerry D Skinner

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

• 09/2010 → 04/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Davenport, IA
• 06/2011 → 04/2019
  Bank Of America,N.A.
  Davenport, IA
• 04/2019 → 05/2024
  Lincoln Financial Securities, Inc
  Eldridge, IA
• 05/2024 → Present
  Lpl Financial Llc
  Eldridge, IA
• 04/2019 → Present
  Parable Wealth Management, Llc
  Eldridge, IA

Previous Registrations

• 2019-04-08 → 2024-05-17
  Osaic Fs, Inc.
  Eldridge, IA
  Virginia Beach, VA
  Eldridge, IA
• 2010-09-23 → 2019-04-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Davenport, IA
• 2009-06-01 → 2010-10-01
  Morgan Stanley
  Davenport, IA
• 2006-03-21 → 2009-06-01
  Citigroup Global Markets Inc.
  New York, NY
  Davenport, IA

Other Businesses

1) 04/19/2024 - Parable Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 80 Hours per month. 2) 04/19/2024 - SB&T, LLC - Business Owner - Manufacture & sell fishing baits & tackle - IA 52748 - Non investment related - 20 Hours per month - Start date: 03/12/2020. 3) 06/26/2024 - BRIDGECAPT RECORDS LLC - Non-Inv Related - At Reported Business Location(s) - Other - Registered Agent - Started: 6/6/2024 - 0 Hr/Mo. 4) 09/02/2025-Kerry Skinner Golf-Other - Golf Professional- Not INV Related- Home Based- Start date 04/23/1984- 2 Hours Per Month

Exams

• S66 Uniform Combined State Law Examination
  2006-03-07