Manuel Ortiz
Investment adviser representative at LPL Financial LLC
13 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- BMO Harris BankMar 2025 to now
- LPL Financial LLCMar 2025 to now
- Manuel Ortiz Real EstateNov 2013 to now
- U.S. Bancorp Investments, Inc.Sep 2019 to Mar 2025
- U.S. BankSep 2019 to Mar 2025
- JPMorgan Chase Bank, NAOct 2016 to Sep 2019
- JP Morgan Securities LLCAug 2013 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6239908
- Firm CRD
- 6413