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Reed Thomas Greenagel

LPl Financial LLC

Chicago, IL

Wheaton, IL

CRD 1632241

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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:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-05-28
IL RA APPROVED 2003-03-25
  • TX RA
    APPROVED_RES
    Since 2019-05-28
  • IL RA
    APPROVED
    Since 2003-03-25

Branch Locations

420 West Grand Ave, Suite 1B, Chicago, IL 60654-5709 • United States

107 West Front St Suite 2, Wheaton, IL 60187 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Linsco/Private Ledger Corp. Chicago IL 03/2003 Present
  • 03/2003 → Present
    Linsco/Private Ledger Corp.
    Chicago, IL
Previous Registrations
  • 2004-02-10 → 2005-12-31
    Responsible Investment Group, Llc
    Chicago, IL
  • 2000-12-05 → 2003-03-12
    A. G. Edwards & Sons, Inc.
    Lisle, IL
Other Businesses

1. ASSOCIATED WITH JUDY JO RANCH OF BISMARCK NORTH DAKOTA / CHICAGO, IL / RENTAL PROPERTY OWNERSHIP / APPROVED APRIL 16, 2003

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-04-06
  • S63 Uniform Securities Agent State Law Examination
    1987-04-06

View on SEC IAPD

Nearby Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC

Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

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