Ronald David Brant

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

• 08/1985 → 05/2024
  Lincoln Financial Group
  Monroe, MI
• 07/2008 → 05/2024
  Lincoln Financial Securities Corporation
  Monroe, MI
• 05/2024 → Present
  Lpl Financial Llc
  Monroe, MI

Previous Registrations

• 2010-10-20 → 2024-05-21
  Osaic Fs, Inc.
  Concord, NH
  Monroe, MI

Other Businesses

1) 05/01/2024 - Asset Planning Co. - Insurance Agency - Owner, Producer - Selling: Life, Annuities - MI 48161 - Investment related - 60 Hours per month - Start date: 01/01/1976.

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-08-29

Designations

• Chartered Financial Consultant