Mark Nicholas Karambelas

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

• 06/2010 → 07/2021
  Waddell & Reed Inc
  Oak Brook, IL
• 08/2010 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Evanston, IL
• 01/2009 → 08/2017
  Saddlebrook Homeowners Association
  Hinsdale, IL
• 10/2013 → 12/2018
  Kiwanis Club Of Oak Brook Il
  Oak Brook, IL
• 07/2021 → Present
  Lpl Financial Llc
  Oak Brook, IL

Previous Registrations

• 2010-08-10 → 2021-07-21
  Waddell & Reed
  Savage, MN
  Oak Brook, IL

Other Businesses

1. 1/8/2019/Mark Karambelas/Danmark Financial/DBA for LPL Business (entity for LPL business)/Investment Related/Great Lakes East, IL/0 HRS/MO

Exams

• S66 Uniform Combined State Law Examination
  2010-08-24
• S65 Uniform Investment Adviser Law Examination
  1992-11-23
• S63 Uniform Securities Agent State Law Examination
  1985-10-18

Other Names

• Mark Nickolas Karambelas
• John Joseph Temple
• Mark Nickolas Karambelas
• Mark Karambelas