Gary Bruce Sieburg

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

• 12/2006 → Present
  Lpl Financial, Llc
  Dallas, TX

Previous Registrations

• 1994-01-14 → 2006-12-11
  Cuna Brokerage Services, Inc.
  Duncanville, TX

Other Businesses

1. 9/17/2010: Covenant Retirement Strategies, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 1/22/2016: Senior Market Sales - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/20/2016 - 5 Hours Per Month/0 Hours During Securities Trading - Sell fixed insurance products, medicare supplement, fixed life and annuity through Senior Market Sales in Omaha NE. 3. 3/2/2023 - Crump - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 02/22/2023 - 2 Hours Per Month/2 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2001-09-27
• S63 Uniform Securities Agent State Law Examination
  1985-07-17

Designations

• Certified Financial Planner