Ross Blount

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

• 11/2015 → 07/2020
  Raymond James Financial Services
  Boulder, CO
• 11/2015 → 07/2020
  Raymond James Financial Services Advisors Inc.
  Boulder, CO
• 10/2016 → 07/2020
  First National Bank
  Boulder, CO
• 07/2020 → 09/2023
  U.S. Bancorp Investments, Inc.
  Boulder, CO
• 09/2023 → Present
  Lpl Financial Llc
  Westminster, CO

Previous Registrations

• 2020-07-13 → 2023-09-08
  U.S. Bancorp Investments, Inc.
  Boulder, CO
  Brighton, CO
  Broomfield, CO
  Westminster, CO
  Westminster, CO
• 2015-11-04 → 2020-07-17
  Raymond James Financial Services Advisors, Inc
  Omaha, NE
  Boulder, CO
• 2014-05-27 → 2015-11-02
  Bancwest Investment Services, Inc.
  Omaha, NE
  Omaha, NE
• 2013-10-21 → 2014-03-25
  Edward Jones
  Omaha, NE
  St Louis, MO

Other Businesses

1- 09/2023 / Springbok Wealth Partners / DBA for LPL Business (entity for LPL business) / Investment Related / 120 HRS Mnth/ 40 HRS Trading/ 100 Time Spnt Prcnt 2. 04/30/2025 - Ross Blount - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date: 04/25/2025 - 5 Hrs/Mth - 5 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2013-09-09

Designations

• Certified Financial Planner