Heidi Grace Clute

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

• 06/1980 → Present
  Heidi G. Clute (Self Emp.)
  Plattsburgh, NY
• 04/1998 → Present
  Lpl Financial, Llc
  Plattsburgh, NY
• 07/1998 → Present
  Clute Wealth Management, Llc
  Plattsburgh, NY

Previous Registrations

• 2007-01-22 → 2023-10-30
  Clute Wealth Management
  Plattsburgh, NY
  South Burlington, VT
  South Burlington, VT
  Port St Lucie, FL

Other Businesses

1. 04/27/1998 - NO BUSINESS NAME - Business Owner - NOT INV REL - AT REPORTED BUSINESS LOCATION - ADIRONDACK STAINED GLASS. 2. 03/10/2016 - Lake Champlain Ventures, LLC - Real Estate Rental - INV REL - Plattsburgh, NY 12901 - START 09/23/2013 - 1 HR PER MONTH. 3. 11/27/2023: No business name; At reported business location(s); Non-Variable Insurance; Inv. related; start date 7/27/2023; 1hr/mo. during trading. 4. 01/11/2024 - Clute Wealth Management, LLC - DBA for LPL Business (entity for LPL business) -Investment Related - At Reported Business Location(s) - Start Date 07/01/88 - 170 Hours per Month/6 Hours During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-06-01

Designations

• Certified Financial Planner