Kiernan R Brisson

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

• 06/2022 → 02/2024
  Jackson National Life Distributors, Llc
  Franklin, TN
• 01/2021 → 06/2022
  Fedex
  Burlington, VT
• 11/2020 → 01/2021
  Ups
  Williston, VT
• 10/2019 → 10/2020
  Gray Television
  Burlington, VT
• 08/2015 → 05/2019
  Vermont State University/Lyndon State College
  Lyndonville, VT
• 05/2019 → 10/2019
  Unemployed
  Burlington, VT
• 02/2024 → 07/2024
  Fedex
  Burlington, VT
• 08/2024 → Present
  Lpl Financial
  Burlington, VT

Other Businesses

1) 08/01/2024 -Northeast Planning Associates / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) - Started 8/1/24 - 150 Hours Per Month/ 7 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-19
• S63 Uniform Securities Agent State Law Examination
  2022-09-03

Other Names

• Kiernan Brisson