Alexander Scott Mortensen

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

• 09/2020 → 07/2026
  Genisys Credit Union
  White Lake, MI
• 03/2020 → 07/2021
  Shell Gas Station
  Brighton, MI
• 01/2020 → 03/2020
  Unemployed
  Brighton, MI
• 07/2018 → 01/2020
  Montazuma Roadhouse
  Keystone, CO
• 07/2018 → 07/2019
  Pizza On The Run
  Keystone, CO
• 11/2012 → 07/2018
  9280 Tap House
  Keystone, CO
• 12/2024 → 07/2026
  Lpl Financial Llc
  White Lake, MI
• 07/2026 → Present
  Lpl Financial Llc
  Fenton, MI
• 07/2026 → Present
  Genisys Credit Union
  Fenton, MI

Other Businesses

1) 03/2025 - Genisys Investment Services / DBA for LPL Business (entity for LPL business) Inv Related - at reported business location (s) 2) 03/2025 - Notary / Inv Related / White Lake MI, 48383

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-01
• S63 Uniform Securities Agent State Law Examination
  2025-08-21

Other Names

• Alexander Mortensen