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LPl Financial LLC CRD 6413
$819B regulatory AUM 209,600 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED | 2026-01-05 |
Branch Locations
Eagan, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Travelers Insurance | Saint Paul | MN | 07/2016 | 03/2022 |
| Mb Squared Llc | Saint Paul | MN | 11/2020 | 06/2023 |
| Sunberg Capital Partners | Saint Paul | MN | 03/2022 | 10/2024 |
| Cetera Wealth Services, Llc | El Segundo | CA | 03/2022 | 01/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 01/2026 |
| Lpl Financial Llc | Eagan | MN | 01/2026 | Present |
1. 01/2026 - Bins Financial - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 130 Hour(s) During Trading - At Reported Business Location (s) - OBA Start Date: 1/5/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-15 |
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