Kyle Lippold

Current Employers

Employment History

• 12/2008 → 10/2017
  Prudential
  Dubuque, IA
• 12/2008 → 10/2017
  Prudential Investment Management Services, Llc
  Dubuque, IA
• 02/2014 → 10/2017
  Global Portfolio Strategies, Inc.
  Dubuque, IA
• 10/2017 → 09/2020
  Honkamp Krueger Financial Services Inc
  Dubuque, IA
• 11/2017 → 09/2020
  Proequities Inc
  Dubuque, IA
• 09/2020 → 09/2021
  Avantax Investment Services, Inc.
  Dubuque, IA
• 09/2021 → 08/2022
  Gwfs Equities, Inc
  Dubuque, IA
• 08/2022 → Present
  Lpl Financial Llc
  Dubuque, IA

Previous Registrations

• 2022-04-12 → 2022-08-25
  Empower Advisory Group, Llc
  Asbury, IA
  Greenwood Village, CO
• 2017-11-10 → 2021-09-21
  Avantax Planning Partners, Inc.
  Dubuque, IA
• 2014-02-11 → 2017-10-10
  Global Portfolio Strategies, Inc.
  Dubuque, IA

Other Businesses

1) 8/2022 - DBA for LPL Business (entity for LPL business) - Premier Investment Services - Investment Related - Dubuque, IA 52003 2) 8/2022 - DBA for LPL Business (entity for LPL business) - Retireright Consulting Group - Investment Related - Dubuque, IA 52003 3) 8/2022 - DBA for LPL Business (entity for LPL business) - Retire Right - Investment Related - Dubuque, IA 52003 4) 09/08/2022 - Retireright Consulting Group - DBA: RetireRight, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date - 08/23/2022 - 176 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through RetireRight, LLC, an independent investment advisor firm. I started this business activity in 08/2022. I expect to spend approximately 176 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 09/08/2022 - RetireRight Consulting Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 08/23/2022 - 176 Hours Per Month/160 Hours During Securities Trading 6) 08/29/2025- Topel Forman Wealth Management- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 08/01/2025- 20 Hours Per Month- 1 Hour During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-01-20
• S63 Uniform Securities Agent State Law Examination
  2009-01-26

Other Names

• Kyle Lippold
• Kyle Andrew Lippold
• Kyle A Lippold