Annmarie Rose Mikolajczak

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

• 03/2007 → 01/2019
  Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.)
  Boston, MA
• 01/2019 → Present
  Lpl Financial Llc
  Troy, MI

Other Businesses

1) 1/18/2019 - DBA for LPL Business (entity for LPL business) - Center for Wealth Planning. Inc - Troy, MI 2. 08/08/2019 - America Group Retirement Strategy Centers - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 08/05/2019 - 80 Hours Per Month/3 Hours During Securities Trading. 3. 12/28/2023 - Boardwalk Financial Group, LLC - Inv Related - At Reported Business location(s) - DBA for LPL Business (entity for LPL business) - Started: 12/28/2023 - 1 Hr/Mo During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2006-07-10
• S63 Uniform Securities Agent State Law Examination
  1984-07-27

Other Names

• Anne Marie Rose Mikolajczak
• Ann Mikols