Zachary Allen Lavene

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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

• 11/2023 → 11/2024
  Pruco Securities Llc
  Grand Rapids, MI
• 10/2012 → 04/2022
  Med Lee Inc
  Fenton, MI
• 04/2022 → 08/2023
  Nml Orthopedics
  Saugatuck, MI
• 06/2024 → Present
  The Prudential Insurance Company Of America
  Grand Rapids, MI
• 11/2024 → Present
  Lpl Enterprise, Llc
  Grand Rapids, MI

Previous Registrations

• 2024-05-30 → 2024-11-14
  Pruco Securities, Llc.
  Troy, MI
  Grand Rapids, MI

Exams

• S66 Uniform Combined State Law Examination
  2024-05-08

Other Names

• Zachary Lavene
• Zach Lavene