Kiara Mercedes Aldana

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

• 03/2022 → Present
  Seagraves Financial Group
  Oak Brook, IL
• 11/2021 → 02/2022
  Bear Paddle Swim School
  Lake In The Hills, IL
• 04/2021 → 11/2021
  Chipotle Mexican Grill
  Algonquin, IL
• 06/2020 → 04/2021
  Jewel-Osco
  West Dundee, IL
• 06/2019 → 03/2020
  Dundee Township Park District
  West Dundee, IL
• 04/2018 → 06/2018
  Burger King
  Chicago, IL
• 07/2017 → 08/2018
  Chicago Park District
  Chicago, IL
• 09/2015 → 06/2019
  Northside College Prep
  Chicago, IL
• 03/2022 → Present
  Lpl Financel Llc
  Oak Brook, IL

Other Businesses

1- 09/2023 / Seagraves Financial Group / DBA for LPL Business (entity for LPL business) / Investment Related / 160 HRS Mnth / 40 Hrs During Trading / start date 02/16/2022

Exams

• S66 Uniform Combined State Law Examination
  2024-05-06

Other Names

• Kiara Mercedes Aldana
• Kiara Aldana