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Nathaniel Robert Dutko

LPl Financial LLC

Tulsa, OK

CRD 5088044

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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:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-07-01
IN RA APPROVED 2020-03-19
TX RA APPROVED_RES 2018-02-27
IL RA APPROVED 2014-04-02
  • OK RA
    APPROVED
    Since 2025-07-01
  • IN RA
    APPROVED
    Since 2020-03-19
  • TX RA
    APPROVED_RES
    Since 2018-02-27
  • IL RA
    APPROVED
    Since 2014-04-02

Branch Locations

Tulsa, OK • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Chicago IL 03/2014 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-04-11
  • S66 Uniform Combined State Law Examination
    2006-04-11
Other Names
  • Nathaniel Robert Dutko
  • Nate Robert Dutko

View on SEC IAPD

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