Robert Forest Haddorff

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

• 05/1982 → 07/2021
  Waddell & Reed, Inc.
  Edina, MN
• 06/1982 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Eden Prairie, MN
• 01/2001 → 07/2021
  Haddorff Family Foundation
  Bloomington, MN
• 01/2018 → 07/2021
  The Haddorff Team
  Eagan, MN
• 07/2021 → Present
  Lpl Financial Llc
  Edina, MN

Previous Registrations

• 2000-01-07 → 2021-07-21
  Waddell & Reed
  Edina, MN
  Savage, MN
  Edina, MN
  Edina, MN

Other Businesses

06/1982-PRESENT, VARIOUS INSURANCE CARRIERS FOR W & R INSURANCE AGENCIES, EDEN PRAIRIE, MN, INVESTMENT RELATED, INSURANCE SALES, INSURANCE AGENT. 01/2001-PRESENT, HADDORFF FAMILY FOUNDATION, BLOOMINGTON, MN, NOT INVESTMENT RELATED, PRESIDENT, 501 (C) 3 NON-PROFIT ORGANIZATION, 1 HOUR PER MONTH, 0 HOURS MONTHLY DURING SECURITIES TRADING. 1/2018-PRESENT, THE HADDORFF TEAM, EAGAN, MN, S CORP, PARTNER, INV-RELATED: N, 160 HRS/ MONTH, 160 SEC TRADING HRS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-02-26
• S63 Uniform Securities Agent State Law Examination
  1982-07-08

Other Names

• Robert F Haddorff
• Bob Haddorff