Grace Montgomery Freund

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

• 06/2025 → Present
  Lpl Financial Llc
  Austin, TX
• 06/2024 → 08/2024
  Lpl Financial
  Fort Mill, SC
• 06/2022 → 08/2023
  Retirement Counseling Services
  Indianapolis, IN
• 08/2024 → 11/2024
  The Walt Disney Company
  Orlando, FL
• 08/2021 → 05/2024
  Hot House Market
  West Lafayette, IN
• 05/2023 → 08/2023
  Jugs Catering
  Indianapolis, IN
• 08/2020 → 06/2025
  Purdue University
  West Lafayette, IN
• 08/2016 → 05/2020
  Hamilton Southeastern High School
  Fishers, IN

Exams

• S66 Uniform Combined State Law Examination
  2025-11-18