Arthur Aleksandor Peske

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

• 04/2009 → 07/2021
  Waddell & Reed, Inc.
  Manchester, CT
• 12/2009 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  West Hartford, CT
• 07/2021 → Present
  Lpl Financial Llc
  Manchester, CT

Previous Registrations

• 2009-09-25 → 2021-07-21
  Waddell & Reed
  Hartford, CT
  Hamden, CT
  Manchester, CT

Other Businesses

1. 7/28/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance. 2. 7/28/2021 - WRI Investments - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 05/08/2023 - Close Reach Financial Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 05/10/2023 - 140 Hours Per Month/6 Hours During Securities Trading 4. 08/16/2023 - Close Reach Financial Planning, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 05/10/2023 - 140 Hours Per Month/6 Hours During Securities Trading 5. 08/24/2023 - Associates of Clifton Park. CRUMP Life Insurance Services - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 01/10/2022 - 5 Hours Per Month/ 1 Hour During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2009-09-24

Other Names

• Arthur Alexandor Peske
• Aleks A. Peske
• Arthur Peske
• Arthur Aleksandor Peske
• Arthur Z. A. O'COnnell Peske