Kevin Scott Kleinfelter

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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

• 09/1982 → Present
  Prudential Insurance Company Of America
  Lebanon, PA
• 09/1982 → 11/2024
  Pruco Securities, Llc.
  Lebanon, PA
• 11/2024 → Present
  Lpl Enterprise, Llc
  Lebanon, PA

Previous Registrations

• 2011-08-23 → 2024-11-14
  Pruco Securities, Llc.
  Lebanon, PA
  Lancaster, PA
  Camp Hill, PA
  Camp Hill, PA

Other Businesses

1) 06/25/2025 - Lebanon Rescue Mission- Non-Profit Board Member- NOT INV REL - Lebanon, PA- Start Date 05/02/2023- 10 HRS/MO | 5 HRS/MO DURING TRADING 2) 06/26/2025-June Hostetter-Act in a Fiduciary Capacity-Not Inv related-At Lebanon, PA-Start date 05/21/2025-10hrs/mth-5hrs/mth during trading 3) 11/13/2025-Kevin Kleinfelter-Agent-Property and Casualty-Inv related-At Lebanon, PA-Start date 01/05/2022-20hrs/mth-20hrs/mth during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-08-26
• S63 Uniform Securities Agent State Law Examination
  1984-01-27

Designations

• Chartered Financial Consultant