Macy Kristina Bischoff

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

• 04/2026 → Present
  Lpl Financial Llc
  Portage, MI
• 05/2024 → Present
  Kalsee Credit Union
  Portage, MI
• 06/2023 → 04/2024
  Northwestern Mutual
  Portage, MI
• 10/2021 → 05/2023
  Comfort Inn & Suites And Conference Center
  Mount Pleasant, MI
• 09/2021 → 10/2021
  Full Time Student
  Mount Pleasant, MI
• 05/2021 → 08/2021
  Wind River Ranch
  Estes Park, CO
• 08/2020 → 05/2021
  Subway
  Mount Pleasant, MI
• 03/2020 → 08/2020
  Subway
  Schoolcraft, MI
• 08/2019 → 03/2020
  Subway
  Mount Pleasant, MI
• 06/2015 → 07/2019
  Subway
  Schoolcraft, MI

Other Businesses

1. 03/2026 - Kalsee Credit Union - Notary - Inv Related - 2 Hour(s)/Month - 2 Hour(s) During Trading - Portage, MI, 49002 - OBA Start Date: 08/28/2024 2. 03/2026 - Kalsee Credit Union - Financial Institution Duty - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - Portage, MI, 49002 - OBA Start Date: 05/20/2024 3. 03/2026 - KALSEE Retirement & Investment Services - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 04/06/2026

Exams

• S66 Uniform Combined State Law Examination
  2026-08-11

Other Names

• Macy Kristina Hayward