Remington Kaylynn Van Raden

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

• 04/2018 → 05/2020
  Jacobson Financial Services
  Cedar Falls, IA
• 01/2018 → 04/2018
  Northwestern Mutual
  Waterloo, IA
• 11/2016 → 08/2019
  University Of Northern Iowa Recreation Services
  Cedar Falls, IA
• 08/2016 → Present
  University Of Northern Iowa
  Cedar Falls, IA
• 05/2017 → 08/2017
  Mulligans
  Cedar Rapids, IA
• 05/2020 → Present
  Lpl Financial, Llc
  Cedar Falls, IA

Other Businesses

1) 06/2020 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - JACOBSON FINANCIAL SERVICES INC. - INVESTMENT RELATED - CEDAR FALLS, IA 50613 2) 09/28/2022 - Jacobson & Co - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 9/26/2022 - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent 100%. 3) 10/18/2022 - Jacobson Tax Solutions, LLC - Not Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Tax Preparer - Start Date: 10/10/2022 - 40 Hours Per Month/2 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2020-08-08

Other Names

• Remington Kaylynn Mcfadden