Jody Kim Hinsey

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

• 02/2012 → 01/2020
  First Allied Securities, Inc
  San Diego, CA
• 02/2012 → 01/2020
  First Allied Advisory Services, Inc.
  Chesterfield, MO
• 01/2020 → Present
  Lpl Financial, Llc
  Greenwood Village, CO

Previous Registrations

• 2012-02-09 → 2020-01-27
  First Allied Advisory Services, Inc.
  San Diego, CA
  Englewood, CO
  Denver, CO
  Greenwood Village, CO
• 2010-05-03 → 2012-01-31
  Kestra Investment Services, Llc
  Englewood, CO
• 2008-02-21 → 2008-07-07
  Investment Advisors International, Inc.
  Greenwood Village, CO
• 2007-09-10 → 2007-10-11
  Thrivent Investment Management Inc.
  Loveland, CO

Other Businesses

1. 01/01/2012 - MINT FINANCIAL STRATEGIES/ SEMINAR; NETWORKING/ INVESTMENT RELATED/ 0%/ CENTENNIAL, CO 2. 07/01/2016 - SMART VESTOR PRO THROUGH DAVE RAMSEY/ TEACHING/ INVESTMENT RELATED/ 0%/ CENTENNIAL, CO 3. 04/01/2015 - MINT FINANCIAL STRATEGIES/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ GREENWOOD VILLAGE, CO 4. 02/02/2014 - JJ INVESTMENTS LLC/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ INVESTMENT RELATED/ 0%/ AURORA, CO 5. 01/24/2020 - MINT FINANCIAL STRATEGIES - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 02/01/2012 - 1 Hour Per Month/1 Hour During Securities Trading . 6. 12/22/2021 - MJH Rental Properties LLC - Investment Related - 18726 E. Fremont Pl, Centennial CO 80016 - Real Estate Rental - Start Date: 12/01/2021 - 1 Hour Per Month/0 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2007-09-07
• S63 Uniform Securities Agent State Law Examination
  2007-02-16

Other Names

• Jody Kim Stenbak
• Jody Kim Stenbak