Angela Marie Granquist

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

• 08/2009 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Edina, MN
• 05/2005 → 07/2021
  Granquist Rentals, Llc
  Burnsville, MN
• 01/2017 → 01/2020
  Angela Granquist Llc
  Burnsville, MN
• 01/2020 → 07/2021
  Collaborative Financial Group Llc
  Bloomington, MN
• 05/2009 → 07/2021
  Waddell And Reed, Inc.
  Edina, MN
• 07/2021 → Present
  Lpl Financial Llc
  Edina, MN

Previous Registrations

• 2011-04-05 → 2021-07-21
  Waddell & Reed
  Savage, MN
  Edina, MN

Other Businesses

1) 5/2021 - Real Estate Rental - Rocky Shore Properties, LLC - Investment Related - 2 hr/mon - Burnsville, MN 55337 2) 1/2020 - DBA for LPL Business (entity for LPL business) - Collaborative Financial Group - Investment Related - Edina, MN 55435 3) 03/24/2025 - Angela Granquist, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - 1 Hrs/Mth - 1 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-04-04
• S63 Uniform Securities Agent State Law Examination
  2009-07-20

Designations

• Certified Financial Planner

Other Names

• Angela Granquist
• Angie Granquist