Thane Jordan Blosser
Investment adviser representative at LPL Financial LLC
12 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
12 years in the industry.
- LPL Financial LLCApr 2025 to now
- The Community Bank- OhioMar 2025 to now
- Manning & Napier Advisors, LLCFeb 2023 to Mar 2025
- Manning & Napier Investment Services, Inc.Feb 2023 to Mar 2025
- U.S. Bancorp Investments, Inc.Apr 2022 to Feb 2023
- LPL Financial LLCJan 2022 to Mar 2022
- Raymond James Financial Services Advisors Inc.Mar 2017 to Jan 2022
- Raymond James Financial Services, Inc.Oct 2016 to Jan 2022
- Capella UniversityJan 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 6716273
- Firm CRD
- 6413