Evan R Bostrom

LPl Enterprise, LLC

CRD 7542983

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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:

Current Employers

Lpl Enterprise, Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-05-04
WI	RA	APPROVED	2024-11-14

TX RA
APPROVED_RES

Since 2026-05-04
WI RA
APPROVED

Since 2024-11-14

Branch Locations

2201 Jack Breault Drive Suite 100, Hudson, WI 54016 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Pruco Securities Llc	Hudson	WI	04/2023	11/2024
Hudson School District	Hudson	WI	04/2013	01/2022
Trout Lake Camps	Pine River	MN	05/2020	Present
Menards	Hudson	WI	11/2020	05/2021
The Prudential Insurance Company Of America	Hudson	WI	04/2024	Present
Lpl Enterprise, Llc	Hudson	WI	11/2024	Present

04/2023 → 11/2024

Pruco Securities Llc

Hudson, WI
04/2013 → 01/2022

Hudson School District

Hudson, WI
05/2020 → Present

Trout Lake Camps

Pine River, MN
11/2020 → 05/2021

Menards

Hudson, WI
04/2024 → Present

The Prudential Insurance Company Of America

Hudson, WI
11/2024 → Present

Lpl Enterprise, Llc

Hudson, WI

Previous Registrations

2024-04-08 → 2024-11-14

Pruco Securities, Llc.

Hudson, WI

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-03-29

S66 Uniform Combined State Law Examination

2024-03-29

View on SEC IAPD

More in Hudson, WI

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