Steven Coert Van Voorhees

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

• 12/2006 → 10/2023
  Ameriprise Financial Services, Inc.
  The Villages, FL
• 10/2023 → Present
  Lpl Financial Llc
  The Villages, FL

Previous Registrations

• 2006-05-22 → 2023-11-01
  Ameriprise Financial Services, Llc
  The Villages, FL
  Summerville, FL
  Minneapolis, MN

Other Businesses

1)10/26/2023 - Momentum Wealth - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 10/2023 - 160 Hr/Mth 2)10/19/2023 - Notary - State of FL - Inv Rel - Start: 10/2023 - 1 Hr/Mth 3)10/19/2023 - Caert van Voorhees LLC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - The Village, FL - Start: 10/2023 - 160 Hr/Mth

Exams

• S66 Uniform Combined State Law Examination
  2006-05-19