Lynnea R Emerson

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2010 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Duluth, MN
• 07/2011 → Present
  Bank Of America, N.A.
  Duluth, MN

Other Businesses

I*4984269 Entity Type: Charitable Name of OBA: Junior League of Duluth Address: Duluth, Minnesota, 55806 Investment Related: No Position, Title, Association: Committee Employee Start Date: 06/01/2026 Number of Hours: 20, Yearly Number of Hours during trading: 0 Duties: An organization of women whose mission is to advance women’s leadership for meaningful community impact through volunteer action, collaboration, and training. Endowment Committee member - work in collaboration with committee to approve grants to area organizations through the use of endowment funds

Exams

• S66 Uniform Combined State Law Examination
  2011-03-04

Other Names

• Lynnea Rae Emerson
• Lynnea Rae Berglund
• Lynnea Rae Berglund
• Lynnea R Berglund