Dustin Elgersma

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

• 12/2023 → 04/2024
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2023 → 04/2024
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2021 → 02/2024
  Atlantic Bottling Company
  Des Moines, IA
• 10/2019 → 11/2021
  Atlantic Bottling Company
  Des Moines, IA
• 12/2015 → 10/2019
  Atlantic Bottling Company
  Mason City, IA
• 04/2024 → Present
  Lpl Financial Llc
  Cedar Rapids, IA

Other Businesses

1) 02/2024 - Edge Investment Solutions / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-23
• S63 Uniform Securities Agent State Law Examination
  2024-02-17