Lisa Kennedy

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

• 02/2024 → 09/2024
  Thrivent Investment Management Inc.
  Chesapeake Beach, MD
• 03/2022 → 12/2022
  Self-Employed
  Chesapeake Beach, MD
• 05/2004 → 02/2024
  Homemaker
  Chesapeake Beach, MD
• 04/2024 → 09/2024
  Thrivent Financial
  Appleton, WI
• 01/2025 → Present
  Lpl Enterprise
  Charlotte Hall, MD
• 09/2024 → 11/2024
  Pruco Securities
  Charlotte Hall, MD

Previous Registrations

• 2024-05-31 → 2024-10-10
  Thrivent Investment Management Inc.
  Minneapolis, MN
  Prince Frederick, MD
  Chesapeake Beach, MD

Other Businesses

1) 12/31/2024 - Harbor Christian Homeschool Group of Calvert County - Non-Profit Board Member/Founding Board Member - start date 06/01/2017 - Huntingtown, MD - 2 hrs/mth 2) 12/31/2024 - Voices In Praise - Non-Profit Board Member/Secretary - Dunkirk, MD - 1 hr/mth 3) 12/31/2024 - Lisa Kennedy - Notary - Chesapeake Beach, MD 4) 02/06/2026-Align Wealth Planning-Partner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location9s)-Start date 02/04/2026-80hrs/mth-20hrs/mth during trading

Exams

• S66 Uniform Combined State Law Examination
  2024-05-30

Other Names

• Lisa Aikey