Karli Anne Salscheider

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

• 09/2023 → Present
  Lpl Financial Llc
  Green Bay, WI
• 09/2023 → Present
  Bmo Bank Na
  Green Bay, WI
• 06/2019 → 09/2023
  Bmo Harris Bank
  Green Bay, WI
• 06/2016 → 06/2019
  Spark Nutrition
  Green Bay, WI
• 12/2015 → 06/2019
  Herbalife
  Green Bay, WI

Other Businesses

1) 09/15/2023 - BMO Investment Services - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 09/15/2023 - K1122LLC - Business Entity - Home Based - Investment related - Start date: 06/13/2023. 3) 09/15/2023 - BMO Bank NA - Financial Institution Duty - Licensed Branch Employee - Investment related - At Reported Business Location(s) - 160 Hours per month - Start date: 06/03/2019. 4) 09/15/2023 - Public Notary - WI - Investment related - At Reported Business Location(s) - 1 Hour per month - Start date: 10/14/2019.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-27
• S63 Uniform Securities Agent State Law Examination
  2023-11-13

Other Names

• Karli Anne Salscheider
• Karli Anne Heppe
• Karli Salscheider