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LPl Financial LLC CRD 6413
$819B regulatory AUM 209,600 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-07-25 |
Branch Locations
6500 City West Parkway Suite 315, Eden Prairie, MN 55344 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ryan Grant Investments | Eden Prairie | MN | 06/2024 | Present |
| Reedsburg Middle And High School | Reedsburg | WI | 09/2014 | 06/2020 |
| Tds Construction | Reedsburg | WI | 03/2017 | 08/2017 |
| Uno's Pizzeria And Grill | Wisconsin Dells | WI | 03/2017 | 08/2017 |
| Woodside Sports Complex | Mauson And Wisconsin Dells | WI | 04/2017 | 09/2017 |
| Paul Bunyan's | Wisconsin Dells | WI | 05/2018 | 10/2018 |
| Land's End | Reedsburg | WI | 06/2019 | 08/2019 |
| Mount Olympus | Wisconsin Dells | WI | 06/2020 | 08/2020 |
| Mastermold Llc | Mauston | WI | 06/2021 | 08/2021 |
| University Of Wisconsin - Baraboo Sauk County Platteville | Baraboo | WI | 09/2020 | 05/2022 |
| Next Financial Group | Mauston | WI | 06/2023 | 09/2023 |
| United States Air Force | Madison | WI | 03/2020 | Present |
| Lpl Financial Llc | Eden Prairie | MN | 07/2025 | Present |
1)07/24/2025 - Ryan Grant Investments LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)07/24/2025 - United States Air Force - Munition Systems Specialist - Non-Inv Rel - Madison, WI - Start: 03/2020 - 20 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-22 |
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