Robert Wrona

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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

• 07/2014 → 07/2021
  Usa Financial
  Ada, MI
• 07/2021 → 05/2023
  United Planners Financial Services
  Scottsdale, AZ
• 12/2015 → 07/2021
  Robert Wrona (Life & Health Insurance License)
  Grand Rapids, MI
• 08/2024 → 06/2025
  Regulus Financial Group, Llc
  Kentwood, MI
• 08/2024 → 06/2025
  Regal Investment Advisors, Llc
  Kentwood, MI
• 06/2024 → 09/2024
  Calvary Baptist Church
  Greenville, MI
• 06/2025 → 11/2025
  Calvary Baptist Church
  Greenville, MI
• 12/2025 → 03/2026
  Crouse Builders
  Carson City, MI
• 04/2026 → Present
  Lpl Enterprise Llc
  Grand Rapids, MI
• 05/2023 → 06/2024
  Unemployed
  Greenville, MI

Previous Registrations

• 2024-10-23 → 2025-06-26
  Regal Investment Advisors Llc
  Grand Rapids, MI
  Kentwood, MI
• 2021-07-01 → 2023-05-16
  Stewardship Advisory Group, Llc
  Clermont, FL
  Byron Center, MI
• 2016-09-06 → 2021-07-01
  Usa Financial Securities Llc
  Ada, MI
  Ada, MI

Other Businesses

1. 04/01/2026 - Robert Wrona N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Investment related - Greenville MI - OBA start date; 03/27/2026 - 160 Hrs/Mth - 160 Hrs During Trading 2. 04/01/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Investment related - Greenville MI - OBA start date; 03/27/2026 - 160 Hrs/Mth - 160 Hrs During Trading

Exams

• S66 Uniform Combined State Law Examination
  2016-09-02

Other Names

• Rob Wrona
• Robert Bernard Wrona