Joseph Carl Hurlimann

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

• 06/2001 → 10/2025
  Lincoln National
  Rochester, NY
• 06/2001 → 01/2025
  Lincoln Financial Advisors
  Rochester, NY
• 01/2025 → 10/2025
  Osaic Wealth, Inc.
  Rochester, NY
• 10/2025 → Present
  Lpl Financial
  Rochester, NY

Previous Registrations

• 2025-01-24 → 2025-10-29
  Osaic Wealth, Inc.
  Rochester, NY
  Rochester, NY
• 2021-06-14 → 2025-01-24
  Osaic Fa, Inc.
  Rochester, NY
  Rochester, NY
  Rochester, NY

Other Businesses

1. 09/2025 - Bridgewell Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 8 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 10/27/2025 2. 09/2025 - KAFL - Non-Variable Insurance - Investment Related - 1 Hour(s)/Month - 1 Hour(s) During Trading - Rochester, NY 14625 - OBA Start Date: 01/01/2000

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-05-25

Other Names

• Joseph Carl Hurlimann