Grant Robert Gilmore

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

• 10/2018 → 10/2020
  M&G Trailers
  Anoka, MN
• 05/2020 → 08/2022
  J&J Contracting
  Shoreview, MN
• 05/2023 → 08/2023
  Financial Dimensions Group
  New Brighton, MN
• 05/2024 → 05/2025
  Financial Dimensions Group
  New Brighton, MN
• 08/2016 → 05/2020
  Centennial High School
  Blaine, MN
• 08/2020 → 05/2024
  Minnesota State University, Mankato
  Mankato, MN
• 08/2024 → 05/2025
  Osaic Wealth, Inc
  New Brighton, MN
• 05/2025 → Present
  Lpl Financial Llc
  New Brighton, MN

Previous Registrations

• 2024-11-26 → 2025-05-06
  Osaic Wealth, Inc.
  New Brighton, MN

Other Businesses

1 - 04/2025 - Gilmore Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 40 Hours During Trading - At reported business location(s).

Exams

• S66 Uniform Combined State Law Examination
  2024-11-23