Ronald Edward Mohr

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

• 09/2008 → Present
  Lpl Financial Llc
  Columbus, OH

Previous Registrations

• 2006-02-07 → 2008-09-26
  Fifth Third Securities, Inc.
  Reynoldsburg, OH
  Reynoldsburg, OH

Other Businesses

1. 8/13/2008 - MOHR WEALTH MANAGEMENT - INV REL - AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) 2. 1/17/2017 - Mohr Properties LLC - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 03/03/2003 - 0 Hours Per Month. 3. 02/15/2017 - 179-181 First Ave, LLC - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 01/01/2005 - 0 Hours Per Month/0 Hours During Securities Trading 4. 5/16/2019 - SBJ One Properties LLC - Investment Related - Columbus OH 43212 - Real Estate Rental - Started 10/16/2018 - 10 Hours Per Month/0 Hours During Securities Trading - Own 12 rental units. Multi-family units. 5. 05/05/2022 - 1243 Grandview Avenue LLC - Investment Related - 1243 Grandview Ave. - Real Estate Rental - Start Date: 01/04/2022 - 1 Hour Per Month/0 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2006-02-28

Other Names

• Ron Mohr