Scott Skjoldager

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

• 07/2015 → 08/2018
  Private Portfolio Partners
  Paramus, NJ
• 11/2006 → 08/2018
  Family Wealth Steward
  Ashville, NC
• 07/2015 → 08/2018
  Lpl Financial Llc
  Asheville, NC
• 08/2018 → 07/2020
  Unemployed
  Asheville, NC
• 08/2019 → 08/2020
  Convene
  Asheville, NC
• 08/2020 → 04/2022
  Lpl Financial, Llc
  Asheville, NC
• 08/2020 → 04/2022
  Private Portfolio Partners
  Asheville, NC
• 03/2024 → 07/2025
  Integrity Alliance, Llc
  Asheville, NC
• 04/2022 → 03/2024
  Unemployed
  Asheville, ND
• 03/2024 → Present
  Penn Global
  Town & Country, MO
• 07/2025 → Present
  Lpl Financial
  Asheville, NC

Previous Registrations

• 2024-03-25 → 2025-07-02
  Integrity Alliance, Llc.
  Asheville, NC
  Urbandale, IA
  Asheville, NC
• 2020-08-11 → 2022-04-11
  Private Portfolio Partners, Llc
  Paramus, NJ
  Asheville, NC
• 2015-07-16 → 2018-08-16
  Private Portfolio Partners, Llc
  Asheville, NC
  Paramus, NJ
• 2009-01-02 → 2015-07-16
  Raymond James Financial Services Advisors, Inc
  Asheville, NC
• 2005-03-22 → 2009-01-02
  Raymond James Financial Services, Inc.
  Asheville, NC

Other Businesses

1)07/01/2025 - Family Wealth Stewards - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-01-12
• S63 Uniform Securities Agent State Law Examination
  1993-08-18

Other Names

• Scott Eric Skjoldager