Robert J Naselli

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

• 12/1997 → Present
  Topel Forman Llc
  Chicago, IL
• 05/2022 → 12/2024
  Avantax Planning Partners, Inc.
  Chicago, IL
• 12/2024 → Present
  Lpl Financial Llc
  Manhattan, IL

Previous Registrations

• 2022-07-29 → 2024-12-18
  Avantax Planning Partners, Inc.
  Chicago, IL
  Denver, CO

Other Businesses

1)11/08/2024 - Topel Forman Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)09/16/2024 - TOPEL FORMAN LLC - Owner, Tax Prep/Accounting/CPA - Inv Rel - Chicago, IL - Start: 12/1997 - 120 Hr/Mth

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-29

Other Names

• Robert Joseph Naselli
• Robert Naselli
• Bob Naselli