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Liana Whitlock

Equitable Advisors, LLC

Minneapolis, MN

CRD 8303069

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Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-08-04
  • MN RA
    APPROVED
    Since 2026-08-04

Branch Locations

Two Meridian Crossings Suite 450, Minneapolis, MN 55423 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Seward Montessori Minneapolis MN 06/2016 08/2018
South High School Minneapolis MN 08/2018 06/2022
Manns Coffee Minneapolis MN 07/2021 09/2021
Nickelodeon Universe Bloomington MN 11/2021 12/2022
Einstein Bagel Bros. Minneapolis MN 08/2022 05/2025
Augsburg University Minneapolis MN 08/2023 05/2026
Vantage Marketing Green Bay WI 05/2023 08/2023
Augsburg University Minneapolis MN 08/2023 05/2025
College Works Painting Minneapolis-St. Paul MN 04/2025 08/2025
Unemployed Minneapolis MN 05/2026 Present
  • 06/2016 → 08/2018
    Seward Montessori
    Minneapolis, MN
  • 08/2018 → 06/2022
    South High School
    Minneapolis, MN
  • 07/2021 → 09/2021
    Manns Coffee
    Minneapolis, MN
  • 11/2021 → 12/2022
    Nickelodeon Universe
    Bloomington, MN
  • 08/2022 → 05/2025
    Einstein Bagel Bros.
    Minneapolis, MN
  • 08/2023 → 05/2026
    Augsburg University
    Minneapolis, MN
  • 05/2023 → 08/2023
    Vantage Marketing
    Green Bay, WI
  • 08/2023 → 05/2025
    Augsburg University
    Minneapolis , MN
  • 04/2025 → 08/2025
    College Works Painting
    Minneapolis-St. Paul, MN
  • 05/2026 → Present
    Unemployed
    Minneapolis, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-27
  • S66 Uniform Combined State Law Examination
    2026-05-27

View on SEC IAPD

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