Kevin Daniel Christensen

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

• 11/2008 → Present
  Lpl Financial Llc
  San Diego, CA
• 01/2016 → 04/2020
  Overland & Shanahan
  San Diego, CA

Previous Registrations

• 2016-01-30 → 2021-02-23
  Overland And Shanahan
  San Diego, CA
• 2013-03-20 → 2015-05-01
  Stratos Wealth Partners, Ltd
  San Diego, CA

Other Businesses

1. 03/03/2016 - NO BUSINESS NAME - INV REL -The rental is located at 2919 Upshur Street San Diego, CA 92106 - Outside/W-2 Employment - START 02/29/2016 - 5 HOURS PER MONTH - I am the property manager for a family rental house in San Diego. 2. 7/14/2021 - Align Planning LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 06/29/2021 - 160 Hours Per Month/8 Hours During Securities Trading. 3. 06/27/2023 - Aligned Financial Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 11/02/2021 - 160 Hour Per Month/6 Hours During Securities Trading 4. 10/01/2024 - Thornmint I - Real Estate Rental - San Diego, CA - Investment Related - Start Date 08/15/204 - 0 Hours Per Month./ During Trading

Exams

• S66 Uniform Combined State Law Examination
  2012-12-21

Other Names

• Kevin Danniel Christensen