Maylene Dawn Poulsen

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

• 10/2021 → 02/2026
  Austin National Financial Services
  Austin, TX
• 10/2020 → 10/2021
  Conversion Fanatics
  Austin, TX
• 06/2019 → 10/2020
  N/A
  Cedar Park, TX
• 03/2017 → 06/2019
  N/A
  Fuquay Varina, NC
• 03/2016 → 03/2017
  N/A
  Holly Springs, NC
• 01/2024 → 02/2026
  Osaic Wealth, Inc.
  Austin, TX
• 02/2026 → Present
  Lpl Financial Llc
  Austin, TX

Previous Registrations

• 2024-06-04 → 2026-02-24
  Osaic Wealth, Inc.
  Austin, TX

Other Businesses

1. 02/2026 - Notary Public - Notary - Inv Related - 1 Hour(s)/Month - 1 Hour(s) During Trading - Austin, TX, 78759 - OBA Start Date: 02/16/2022. 2. 02/2026 - Austin National Financial Services - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 2/18/2026 .

Exams

• S66 Uniform Combined State Law Examination
  2024-06-01

Other Names

• Maylene Dawn Mcgary