Jennifer L Nielsen

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

• 09/2013 → Present
  Financial Partners Group
  West Des Moines, IA
• 09/2013 → 02/2018
  Invest Financial Corporation
  West Des Moines, IA
• 02/2018 → Present
  Lpl Financial Llc
  West Des Moines, IA

Previous Registrations

• 2015-03-17 → 2018-02-14
  Invest Financial Corporation
  West Des Moines, IA
  Watkins Glen, NY

Other Businesses

1. 02/14/2018 - Financial Partners Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).

Exams

• S66 Uniform Combined State Law Examination
  2015-03-12

Other Names

• Jennifer Lynn Bruner
• Jenny Bruner
• Jenny Nielsen
• Jennifer Lynn Bruner Nielsen