Michael Christopher Crean

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

• 03/2016 → Present
  Lpl Financial Llc
  Upland, CA
• 03/2020 → 01/2023
  California Financial Partners, Inc.
  Upland, CA
• 04/2012 → 03/2020
  California Financial Partners, Inc.
  Upland, CA

Previous Registrations

• 2020-09-16 → 2023-04-06
  California Financial Partners
  Upland, CA

Other Businesses

1. 1/4/2022 - 39 North Inc. - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 1/1/2022 - 0 Hours Per Month/0 Hours During Securities Trading - LPL commissions. 2. 3/7/2023 - Meristem Private Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 03/06/2023 - 5 Hours Per Month/0 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2017-04-05