Anton Kurt Hessner

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

• 08/2012 → Present
  Bmo Harris Financial Advisors, Inc.
  Waukesha, WI
• 03/2021 → Present
  Lpl Financial Llc
  Brookfield, WI

Previous Registrations

• 2014-06-16 → 2021-03-24
  Bmo Harris Financial Advisors, Inc.
  Waukesha, WI
  Brookfield, WI
  Chicago, IL

Other Businesses

1) 03/24/2021 - DBA for LPL Business (entity for LPL business) - BMO Investment Services  - Brookfield, WI 2) 07/20/1998 - Real Estate Rental - Apartment building (I rent 3 units} I have no business name - Investment Related - 2 hours per month -Wauwatosa WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-06-13
• S63 Uniform Securities Agent State Law Examination
  2003-12-19

Other Names

• Tony Kurt Hessner