Kurt Weegar Macmillan

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

• 02/2014 → 07/2021
  Waddell & Reed, Inc
  Sherman Oaks, CA
• 02/2014 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies
  Sherman Oaks, CA
• 01/2009 → 07/2021
  Kurt Mac Millan, Cpa
  Sherman Oaks, CA
• 10/2014 → 07/2021
  Team Network
  Van Nuys, CA
• 02/2020 → 07/2021
  Tori L Samuel
  Sherman Oaks, CA
• 07/2021 → Present
  Lpl Financial Llc
  Sherman Oaks, CA

Previous Registrations

• 2014-06-03 → 2021-07-21
  Waddell & Reed
  Las Vegas, NV
  Sherman Oaks, CA

Other Businesses

1) 02/2020 - Cognitive Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 0HR/MO / 15060 Ventura Blvd., Suite 200 Sherman Oaks, CA 91403 2) 01/2010 - Kurt MacMillan, CPA / Tax Prep/Accounting/CPA / Investment Related / 0HR/ MO / 4108 Knobhill Drive Sherman Oaks, CA 91403

Exams

• S66 Uniform Combined State Law Examination
  2014-06-02

Other Names

• Kurt Weegar Mac Millan