Daniel Kim Nordstrom

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

• 11/2017 → Present
  Lpl
  Oregon City, OR
• 06/2014 → 11/2017
  Elevate Wealth Advisors
  Oregon City, OR

Other Businesses

1.) 11/13/2017 - Elevate Wealth Advisors / DBA for LPL Business (entity for LPL business) / 100% / Oregon City, OR 2.) 11/13/2017 - Notary / Notary / 1% / Oregon City, OR

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-02-26

Designations

• Certified Financial Planner