Arielle M Peterson Duranczyk

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

• 01/2013 → Present
  Lep Consulting Plc
  Bay City, MI
• 12/2013 → 10/2020
  Royal Alliance
  Bay City, MI
• 10/2020 → Present
  Lpl Financial Llc
  Bay City, MI

Previous Registrations

• 2015-05-18 → 2020-10-21
  Osaic Wealth, Inc.
  Bay City, MI

Other Businesses

1)10/13/2020 - Peterson Wealth Management - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 11/2014 2)10/16/2020 - Arielle Peterson Duranczyk - Non-Variable Insurance - inv rel - at reported business location(s) - start: 01/2018 - 2 hr/mth 3)10/13/2020 - LEP Consulting, PLC - Tax Prep/Accounting/CPA - inv rel - at reported business location(s) - start: 01/2009

Exams

• S66 Uniform Combined State Law Examination
  2014-11-22

Other Names

• Arielle M Peterson
• Arielle M Duranczyk