William Zimdar

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

• 01/2015 → 05/2021
  East Grand Rapids High School
  East Grand Rapids, MI
• 05/2021 → 09/2021
  N/A - Unemployed
  Grand Rapids, MI
• 09/2021 → 05/2025
  University Of Michigan
  Ann Arbor, MI
• 09/2021 → 05/2022
  University Of Michigan - Mary Markley Dormitory
  Ann Arbor, MI
• 06/2022 → 08/2022
  Peacehaven Advisory Group
  Grand Rapids, MI
• 06/2023 → 08/2023
  Dow Jones
  New York, NY
• 06/2024 → 08/2024
  Peacehaven Advisory Group
  Grand Rapids, MI
• 09/2022 → 05/2025
  University Of Michigan - Lsa College
  Ann Arbor, MI
• 05/2025 → 07/2025
  Unemployed
  Grand Rapids, MI
• 07/2025 → Present
  Lpl Financial Llc
  Grand Rapids, MI

Other Businesses

1. Peacehaven Advisory Group-DBA for LPL Business (entity for LPL business)-Inv Related-7.At reported business location (s).

Exams

• S66 Uniform Combined State Law Examination
  2026-03-06