Carl D Sadloske
Investment adviser representative at LPL Financial LLC
10 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
10 years in the industry.
- LPL Financial LLCJun 2024 to now
- Matanuska Valley FcuJun 2024 to now
- Lithia Dodge Jeep and Ram of Wasilla AlaskaJan 2023 to Jun 2024
- UnemployedJun 2022 to Jan 2023
- Essentia HealthFeb 2022 to Jun 2022
- Joel Brekken AgencyApr 2021 to Feb 2022
- Northwestern MutualJul 2020 to Apr 2021
- Essentia HealthFeb 2019 to Jul 2020
- Bethel Work ReleaseSep 2018 to Feb 2019
- U.S. ArmySep 2016 to Sep 2022
- University of Minnesota DuluthSep 2016 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (AK).
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
- 7285006
- Firm CRD
- 6413