Kurtis Michael Beethem

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

• 05/2010 → Present
  Investwise Financial
  Bloomfield Hills, MI
• 08/2006 → 01/2024
  Miga Int.
  Clarkston, MI
• 06/2011 → 10/2017
  National Planning Corporation
  Bloomfield Hills, MI
• 10/2017 → 01/2024
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 10/2017 → 01/2024
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 01/2024 → Present
  Lpl Financial Llc
  Bloomfield Hills, MI

Previous Registrations

• 2017-10-05 → 2024-01-12
  Cambridge Investment Research Advisors, Inc.
  Bloomfield Hills, MI
• 2012-07-16 → 2017-10-10
  National Planning Corporation
  Bloomfield Hills, MI

Other Businesses

1) 12/2023 - INVESTWISE FINANCIAL LLC - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 120hrs/month - 100% time spent 2) 12/2023 - WHITE GLOVE WORKSHOPS - Seminar- Inv. Related - Clarkston, Ml - Presenter - Start Date 10/01/2018 - 2hrs/month - 10% time spent 3) 12/2023 - Non-Variable Insurance - Non-Variable Insurance - Inv. Related - BLOOMFIELD HILLS, Ml - Agent Selling Insurance- Start Date 01/01/2011 - 5hrs/month - 10% time spent

Exams

• S66 Uniform Combined State Law Examination
  2011-10-11

Other Names

• Kurtis Beethem