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CRD 7560693
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 |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-06 |
Branch Locations
3017 Center Ave, Essexville, MI 48732 • United States
111 S Main St, Freeland, MI 48623 • United States
8970 Sand Beach Rd, Harbor Beach, MI 48441 • United States
15 N Caseville Rd, Pigeon, MI 48755 • United States
203 S. Washington Ave., Saginaw, MI 48607 • United States
561 Beck St, Sebewaing, MI 48759 • United States
3691 M-55, West Branch, MI 48661 • United States
8234 State Rd, Millington, MI 48746 • United States
947 Aiken St, Owosso, MI 48867 • United States
9321 Sanilac, Richville, MI 48758 • United States
710 N Van Dyke Rd, Bad Axe, MI 48413 • United States
5540 Dixie Hwy, Saginaw, MI 48601 • United States
602 S State, Vassar, MI 48768 • United States
800 North Euclid Ave, Bay City, MI 48706 • United States
1060 West Caro Rd, Caro, MI 48723 • United States
6358 Main St, Cass City, MI 48726 • United States
47 N Main St, Elkton, MI 48731 • United States
8 S Huron Rd, Linwood, MI 48634 • United States
410 N State Rd, Otisville, MI 48463 • United States
8400 Gratiot Rd., Saginaw, MI 48609 • United States
401 S Saginaw Rd, Midland, MI 48640 • United States
8131 Main St, Birch Run, MI 48415 • United States
315 E Main St, Mayville, MI 48744 • United States
7531 Gratiot Rd, Saginaw, MI 48609 • United States
3360 Tittabawassee Rd., Saginaw, MI 48604 • United States
9430 Meijer South Dr, Birch Run, MI 48415 • United States
6541 Plaza Dr, Marlette, MI 48453 • United States
12638 E Washingon, Reese, MI 48757 • United States
2796 Erna Dr, Saginaw, MI 48603 • United States
113 W Huron Ave, Vassar, MI 48768 • United States
580 N Main St, Frankenmuth, MI 48734 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kern's Sausage | Frankenmuth | MI | 06/2015 | 08/2020 |
| Central Michigan University | Mount Pleasant | MI | 08/2020 | 05/2021 |
| Frankenmuth Credit Union | Frankenmuth | MI | 12/2020 | Present |
| Lpl Financial | Frankenmuth | MI | 05/2022 | Present |
1. 04/14/2025 - Member Investment Center Located at Frankenmuth Credit Union - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date : 04/11/2025 - 180 Hrs/Mth - 180 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-17 |
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