Mario Bear

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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

• 08/2016 → 04/2017
  Waddell & Reed
  Orland Park, IL
• 09/2016 → 04/2017
  W&R Insurance Agencies
  Orland Park, IL
• 11/2016 → 04/2018
  Credit Acceptance Corp
  Tinley Park, IL
• 04/2018 → 01/2019
  Bmo Harris Bank
  Chicago, IL
• 04/2018 → 01/2019
  Bmo Harris Financial Advisors, Inc.
  Chicago, IL
• 01/2019 → 05/2020
  Jpmorgan Chase Bank, N.A.
  Hinsdale, IL
• 01/2019 → 05/2020
  J.P. Morgan Securities Llc
  Hinsdale, IL
• 05/2020 → 01/2023
  Fifth Third Bank
  Lemont, IL
• 05/2020 → 08/2023
  Fifth Third Securities
  Lemont, IL
• 08/2023 → 11/2024
  Pruco Securities, Llc
  Chicago, IL
• 08/2023 → Present
  The Prudential Insurance Company Of America
  Chicago, IL
• 01/2023 → 08/2023
  Pnc Bank
  Chicago, IL
• 11/2024 → Present
  Lpl Enterprise, Llc
  Fort Mill, SC

Previous Registrations

• 2023-08-10 → 2024-11-14
  Pruco Securities, Llc.
  Frankfort, IL
  Chicago, IL
• 2020-05-27 → 2023-02-03
  Fifth Third Securities, Inc.
  Romeoville, IL
  S. Chicago Heights, IL
  Bolingbrook, IL
  Lemont, IL
  Homer Glen, IL
  Evergreen Park, IL
• 2019-02-15 → 2020-06-04
  J.P. Morgan Securities Llc
  Hinsdale, IL
• 2018-05-02 → 2019-01-25
  Bmo Harris Financial Advisors, Inc.
  Chicago, IL
• 2016-08-31 → 2017-04-24
  Waddell & Reed
  Mokena, IL
• 2016-03-04 → 2016-08-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oak Brook, IL

Other Businesses

1) 11/06/2024 - Real People Realty - Agent for clients buying or selling residential, non-investment/commercial - Mortgage/Real Estate Services - Inv Related - At CHICAGO, IL - Start Date 12/14/2017 - 0hrs/mth - 0hrs/mth During Trading 2) 11/21/2024 - FinBe USA - Outside/W-2 Employment - Cultivate good relationships with dealerships in a region or territory to promote FinBe USA. - INV Related - At Fort Lauderdale, FL - Start Date 10/21/2024 - 80hrs/mth - 80hrs During Trading 3) 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s)

Exams

• S66 Uniform Combined State Law Examination
  2016-03-03
• S63 Uniform Securities Agent State Law Examination
  2009-06-04

Other Names

• Mario A Bear
• Mario Bear
• Mario Alberto Bear
• Mario A. Bear