Isaac John Hart

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

• 09/2010 → 06/2023
  Edward Jones
  St Louis, MO
• 06/2023 → Present
  Lpl Financial Llc
  Elkhorn, WI

Previous Registrations

• 2010-11-15 → 2023-06-21
  Edward Jones
  Maryland Heights, MO
  Elkhorn, WI
  Maryland Heights, MO

Other Businesses

1) 05/11/2023 - Omnia Wealth Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month - Start date: 06/20/2023. 2) 05/11/2023 - Real Estate Rental - WI 53121 - Non investment related - 1 Hour per month - Start date: 02/17/2023. 3) 05/11/2023 - Omnia Wealth Group - Business Entity For Tax/Investment Purposes Only - Revenue for advisory and brokerage commissions - WI 53121 - Non investment related - 160 Hours per month - Start date: 06/20/2023. 4) 01/25/2024 - OWG Financial Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/24/2024 - 160 Hours Per Month/ 140 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2010-11-12

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Isaac J Hart