Marcus Evan Walton

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

• 08/2016 → 08/2017
  State Farm
  Lincoln, NE
• 08/2018 → 07/2021
  Waddell & Reed, Inc.
  Omaha, NE
• 08/2017 → 08/2018
  Waddell & Reed
  Omaha, NE
• 02/2019 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Omaha, NE
• 05/2019 → Present
  The Expanse Team Inc
  Omaha, NE
• 07/2021 → Present
  Lpl Financial, Llc
  Omaha, NE

Previous Registrations

• 2019-06-06 → 2021-07-21
  Waddell & Reed
  Savage, MN
  Omaha, NE
  West Point, NE

Other Businesses

1. 09/13/2021/Kardinal Real Estate Solutions, LLC/Outside/W-2 Employment/Investment Related/Lincoln, NE/10 HRS/MO 2. 8/2017/MARCUS WALTON/Expanse Wealth Management/DBA for LPL Business (entity for LPL business)/Investment Related/Elkhorn, NE/0 HRS/MO 3) 04/05/2022 - Expanse Risk Management - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 04/01/2022 - 10 Hours Per Month/ 10 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2019-06-04

Other Names

• Marcus Evan Walton