Steven Charles Lorson

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

• 07/2014 → 11/2018
  Pnc Investments
  Rittman, OH
• 12/2018 → 10/2021
  The Huntington National Bank
  Wooster, OH
• 02/2019 → 11/2021
  The Huntington Investment Company
  Columbus, OH
• 11/2021 → Present
  Lpl Financial Llc
  Orrville, OH

Previous Registrations

• 2019-02-13 → 2021-11-22
  The Huntington Investment Company
  Wooster, OH
• 2012-10-15 → 2018-11-30
  Pnc Wealth Management Llc
  Wooster, OH
  Rittman, OH
  Doylestown, OH
  Orrville, OH
  North Royalton, OH
  Ashland, OH
  Jeromesville, OH
  Wooster, OH
  Shreve, OH
  Dalton, OH
  Shelby, OH
  Wooster, OH
  Orrville, OH
  Wooster, OH
  Dalton, OH
  Fredericksburg, OH
  Orrville, OH
  Orrville, OH
  Ashland, OH
  Orrville, OH
• 2007-11-14 → 2012-08-06
  Truist Investment Services, Inc.
  Lakeland, FL
  Winter Haven, FL
  Haines City, FL
• 2006-08-01 → 2007-05-16
  Ameriprise Financial Services, Llc
  Tampa, FL

Other Businesses

1)11/2021- Lorson Financial LLC- DBA for LPL Business (entity for LPL business)-inv related- Orrville, OH 2)11/2021- ORRWEST LLC- Real Estate Rental- owner- inv. related- 1024 w high st, orrville, oh 44667- 2hrs/mth 3)12/14/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Broker - Start Date: 12/15/2021 - 2 Hours Per Month/1 Hours During Securities Trading. 4)09/08/2022 - Apple Creek Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 08/24/2022 - 32 Hours Per Month/32 Hours During Securities Trading. 5) 01/07/2025 - CML Holdings LLC - Investment Related - Real Estate Rental - Wadsworth, OH - Start Date:12/30/2024 - 1 Hrs/Mth - 0 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2006-07-28