Scott Robert Greenlee

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

• 02/2015 → 05/2025
  Robert W. Baird & Co.
  Omaha, NE
• 05/2025 → Present
  Lpl Financial Llc
  Omaha, NE

Previous Registrations

• 2015-02-09 → 2025-05-20
  Robert W. Baird & Co. Incorporated
  Elkhorn, NE
• 2011-02-04 → 2014-09-16
  Td Ameritrade, Inc.
  Omaha, NE
  Omaha, NE
  Omaha, NE
• 2011-02-04 → 2014-09-16
  Td Ameritrade Investment Management, Llc
  Omaha, NE

Exams

• S66 Uniform Combined State Law Examination
  2011-02-02
• S63 Uniform Securities Agent State Law Examination
  2010-02-24