Justin J Weil
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Justin J Weil? Claim your profile
Contact this firm
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
11 years in the industry.
- LPL Financial LLCMay 2023 to now
- Landmark Credit UnionMay 2023 to now
- Umb Fund ServicesOct 2020 to Apr 2023
- Northwestern Mutual Wealth Management CompanyOct 2019 to Apr 2020
- Bigler SportsSep 2019 to Mar 2022
- Northwestern Mutual Investment Services LLCMay 2019 to Apr 2020
- Northwestern Mutual Life Insurance CompanyMay 2018 to Apr 2020
- University of Wisconsin-oshkoshAug 2015 to May 2019
- Wisconsin Club Country ClubMay 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 6520840
- Firm CRD
- 6413