Kegan Schroeter

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

• 08/2023 → Present
  U.C. Berkeley Recreational Sports
  Berkeley, CA
• 06/2018 → 08/2018
  Ymca Camp Watchaug
  Charlestown, RI
• 01/2024 → Present
  Mile Marker Financial Advocates
  Narragansett, RI
• 10/2016 → 07/2021
  Molly Rambo Through Waddell & Reed
  Narragansett, RI
• 09/2018 → 06/2022
  Brown University
  Providence, RI
• 09/2014 → 06/2018
  Narragansett High School
  Narragansett, RI
• 08/2022 → 05/2023
  University Of California - Berkeley
  Berkeley, CA
• 08/2023 → Present
  Professional Athlete In Training
  Berkeley, CA
• 06/2022 → 08/2022
  Unemployed
  Narragansett, RI
• 05/2023 → 08/2023
  Unemployed
  Narragansett, RI
• 01/2024 → Present
  Lpl Financial Llc
  Narragansett, RI

Other Businesses

1- 05/2024 / Mile Marker Financial Advocates / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 2- 05/2024 / Berkley Recreation Sports / Other - Coach/Sports/Fitness / Not Investment Related / 6 hrs mth / 0 hrs during trading / Berkley, CA / Start date: 08/30/2023

Exams

• S66 Uniform Combined State Law Examination
  2024-08-01

Other Names

• Kegan Daniel Schroeter