Kathleen Lynn Aksten

Current Employers

Employment History

• 04/2012 → 02/2018
  Invest Financial Corporation
  Tampa, FL
• 04/2012 → 06/2017
  Executive Wealth Management
  Brighton, MI
• 02/2018 → Present
  Lpl Financial Llc
  Brighton, MI

Previous Registrations

• 2012-04-24 → 2018-02-16
  Invest Financial Corporation
  Brighton, MI
  Brighton, MI
  Chelsea, MI
  Howell, MI
  Brighton, MI
  Ann Arbor, MI
  Brighton, MI
  Ann Arbor, MI
  Brighton, MI
  Lansing, MI
  Auburn Hills, MI
  Lansing, MI
• 2012-04-24 → 2017-06-01
  Executive Wealth Management, Llc
  Brighton, MI
• 2010-10-25 → 2012-04-20
  Founders Financial Securities Llc
  Brighton, MI
  Brighton, MI
  Towson, MD
  Brighton, MI

Other Businesses

1. 02/14/2018 - Triple Diamonds Alpaca Ranch - Not Investment Related - Home Based - Other - Owner - Start Date 4/01/07 - 16 Hours Per Month/0 Hours During Securities Trading. 2. 02/14/2018 - Premier Financial Planning LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 7/2010 - 10 Hours Per Month/10 Hours During Securities Trading. 3. 5/9/2018 - Lake Trust Financial Life Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/19/2018 - 100 Hours Per Month During Securities Trading. 4. 04/01/2025 - Solid Rock Real Estate Holdings LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date: 04/01/2025 - 1 Hours Per Month/0 Hours During Securities 5. 03/28/2025 - Solid Rock Real Estate Holdings LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date: 04/01/2025 - 1 Hours Per Month/0 Hours During Securities 6) 04/17/2025 - Crystal Diamonds Alpaca Emporium, LLC - Not Investment Related - Michigan MI - Other - Retail - Start date: 02/12/2025 - 4 Hours Per Month/0 Hours During Securities 7) 08/20/2025- Financial Center for Women- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 08/22/2025- 5 Hours Per Month 8) 08/20/2025- Triple Diamonds Animal Adventures- Other - Animal Exhibitor- INV Related- Home Based- Start date 07/03/2025- 15 Hours Per Month 9) 08/20/2025- Triple Diamonds Alpaca Boutique- Other - Retail- Not INV Related- Home Based- Start date 07/10/2025-15 Hours Per Month

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-10-20
• S63 Uniform Securities Agent State Law Examination
  1993-12-08

Other Names

• Kathleen Lynn Zalewski
• Kathleen Lynn Tomasso