Robert Entwistle

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

• 08/2016 → 06/2023
  Edward Jones
  St Louis, MO
• 06/2023 → Present
  Lpl Financial Llc
  Elkhorn, WI

Previous Registrations

• 2016-12-16 → 2023-06-21
  Edward Jones
  Whitewater, WI
  Mukwonago, WI
  St Louis, MO
  Whitewater, WI

Other Businesses

1) 05/19/2023 - Omnia Wealth Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month - Start date: 06/20/2023. 2) 05/19/2023 - Real Estate Rental - Co-owner - WI 53121 - Investment related - 1 Hour per month - Start date: 06/20/2023. 3) 01/25/2024 - OWG Financial Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/24/2024 - 160 Hours Per Month/ 8 Hours During Trading 4) 03/20/2024 - No Business Name - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Agent of Record - Started: 3/12/2024 - 1 Hr/Mo; 0 Hr During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2016-10-11

Other Names

• Robert Eugene Entwistle
• Robert Eugene Entwistle