Natalia Koritskaya

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

• 06/2015 → 06/2025
  Ameriprise Financial Services, Llc
  San Mateo, CA
• 06/2025 → Present
  Lpl Financial Llc
  San Mateo, CA

Previous Registrations

• 2015-07-01 → 2025-06-10
  Ameriprise Financial Services, Llc
  San Mateo, CA
  Castro Valley, CA
• 2014-11-13 → 2015-06-10
  Thrivent Investment Management Inc.
  Thousand Oaks, CA
  San Bruno, CA

Other Businesses

1. Start Date: 6/3/2025 - Balanced Approach LLC - DBA for LPL Business (entity for LPL business) - Investment Related - Castro Valley, CA 94546 - 170 Hrs/Mth - 8a-1p Hrs During Trading - time Spent: 100 2. Start Date: 6/3/2025 - Balanced Approach Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - Castro Valley, CA 94546 - 170 Hrs/Mth - 8a-1p Hrs During Trading - time Spent: 100 3. Start Date: 6/3/2025 - Balanced Approach Divorce - DBA for LPL Business (entity for LPL business) - Investment Related - Castro Valley, CA 94546 - 45 Hrs/Mth - 2 Hrs During Trading - time Spent: 20

Exams

• S66 Uniform Combined State Law Examination
  2014-11-12

Designations

• Certified Financial Planner