Tedd Peterson Laporte

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

• 04/2006 → Present
  Cooper Standard Automotive
  Northville, MI
• 01/2023 → Present
  Lpl Financial Llc
  Farmington Hills, MI

Other Businesses

1) 01/03/2023 - TEDD LAPORTE - Real Estate Rental - Owner - 1205 SUNRISE PARK HOWELL, MI 48843 - Investment related - 1 hour per month - Start date: 12/20/2022. 2) 01/03/2023 - LAPORTE MANAGEMENT LLC - Business Entity For Tax/Investment Purposes Only - Owner - NOVI MI 48374 - 1 hour per month - Start date: 12/20/2022. 3) 05/19/2023 - North Coast Wealth Management LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 05/18/2023 - 0 Hours Per Month 4) 06/23/2023 - Cooper Standard - Not Investment Related - 40300 Traditions Dr, Northville, MI 48167 - Outside/W-2 Employment - Manager - Start Date 04/07/2006 - 120 Hours Per Month/ 120 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2023-05-03