Lacy Lynn Plemel

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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 → Present
  Equitable Advisors Llc
  New York, NY
• 07/2022 → Present
  Plemel Medical & Consulting Llc
  Sauk Rapids, MN
• 03/2020 → Present
  Plemel Roof Technologies Llc (Dba: Roof Maxx Of St. Cloud)
  Sauk Rapids, MN
• 09/2016 → 05/2021
  Jacobson Plastic Surgery
  Rochester, MN
• 01/2007 → 09/2016
  Witzke Plastic Surgery
  Edina, MN
• 01/2010 → Present
  Minnesota Society Of Plastic Surgeons (Non-Profit)
  Sauk Rapids, MN
• 08/2025 → Present
  Equitable
  Sauk Rapids, MN

Other Businesses

1/10 Minnesota Society of Plastic Surgeons 3167 Old Stone Way NE Sauk Rapids, MN 56379 - Executive Assistant 5 hrs month; 3/20 Plemel Roof Techonolgies - DBA Roof Maxx of St Cloud - 3167 Old Stone Way NE Sauk Rapids, MN 56379 - President 15 hrs month; 7/22 - Plemel Medical & Consulting 3167 Old Stone Way NE Sauk Rapids, MN 56379 - President - Device Sales and Consulting - 20 hrs month; 8/28/24 - Plemel Enterprises DBA Plemel Transport - 3167 Old Stone Way NE Sauk Rapids, MN 56379 - assist with Quickbooks - 1 hr month

Exams

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