Cody Boarts

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

• 03/2026 → Present
  Lpl Financial
  Erie, PA
• 01/2016 → 06/2017
  Wayne Elementary/Middle
  Erie, PA
• 08/2017 → 06/2018
  East Middle School
  Erie, PA
• 08/2018 → 06/2022
  Northwest Pennsylvania Collegiate Academy
  Erie, PA
• 06/2022 → 10/2023
  Ca Curtze
  Erie, PA
• 06/2023 → 06/2025
  Erie County Community College
  Erie, PA
• 03/2024 → 10/2024
  Erie County Community College
  Erie, PA
• 10/2024 → 04/2025
  Erie County Community College
  Erie, PA
• 04/2025 → 12/2025
  Ca Curtze
  Erie, PA

Other Businesses

1. 03/2026 - Presque Isle Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 160 Hrs/Mth - 160 Hrs During Trading - OBA start date: 3/26/2026

Exams

• S66 Uniform Combined State Law Examination
  2026-06-25