Cally Caroline Seefeldt
Investment adviser representative at LPL Enterprise, LLC
13 yearsExperience
2 statesRegistered in
$24.9BFirm assets
2 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.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaSep 2024 to now
- Pruco Securities LLCSep 2024 to Nov 2024
- J.P. Morgan Securities LLCJan 2020 to Aug 2024
- JPMorgan Chase Bank, N.A.Jan 2020 to Aug 2024
- Indianapolis Marriott DowntownApr 2018 to Dec 2019
- Cfo One Mission SocietyFeb 2017 to Apr 2018
- Advanced Quality SolutionsOct 2015 to May 2017
- Ball State UniversityAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (IL, IN).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 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
- 7218010
- Firm CRD
- 8733