Rowena Marie Milton

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

• 02/2007 → 12/2016
  Student
  Great Falls, MT
• 08/2016 → 06/2017
  Embark Credit Union
  Great Falls, MT
• 02/2017 → Present
  Joshua Granger
  Great Falls, MT
• 02/2017 → 07/2021
  Waddell & Reed, Inc.
  Great Falls, MT
• 02/2017 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Great Falls, MT
• 07/2017 → Present
  Robert Smith
  Great Falls, MT
• 07/2017 → Present
  Michael Mccord
  Great Falls, MT
• 11/2017 → Present
  Fitzgerald Transportation
  Jordan, MT
• 01/2018 → Present
  Front Range Group, Llc
  Great Falls, MT
• 10/2018 → Present
  Jonathan Lowry
  Great Falls, MT
• 07/2021 → Present
  Lpl Financial, Llc
  Great Falls, MT

Previous Registrations

• 2017-07-19 → 2021-07-21
  Waddell & Reed
  Great Falls, MT
  Billings, MT
  Seattle, WA
  Great Falls, MT

Other Businesses

1. 8/13/2021 - FitzGerald Transportation - Not Investment Related - PO Box 64, Jordan, MT 59337 - Outside/W-2 Employment - Started 11/01/2017 - 2 Hours Per Month/0 Hours During Securities Trading - Part time book keeping and maintenance for family business. 2. 8/24/2021 - Front Range Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/01/2017 - 128 Hours Per Month/80 Hours During Securities Trading. 3. 12/29/2023 - Great Falls Blazers - Non-Investment Related - Great Falls, MT - Youth Basketball Coach - Started: 12/12/2023 - 30 Hrs/Mo; 0 Hr During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2017-07-18

Other Names

• Rowena Marie Fitzgerald