Kassin Mosbrucker
Investment adviser representative at LPL Financial LLC
8 yearsExperience
2 statesRegistered 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
8 years in the industry.
- LPL Financial LLCFeb 2022 to now
- City of Lake OswegoFeb 2023 to Jun 2024
- Champs SportsJan 2022 to Jan 2022
- UnemployedNov 2021 to Jan 2022
- Rain and HailJun 2021 to Nov 2021
- UnemployedMar 2021 to Jun 2021
- State of OregonJun 2020 to Mar 2021
- UnemployedMar 2020 to Jun 2020
- Willamette UniversityAug 2018 to Mar 2020
- UnemployedJun 2018 to Aug 2018
- Nike IncJan 2018 to Jun 2018
- Bellevue CollegeSep 2017 to Jun 2018
- The Fisherman's RestaurantMay 2017 to Sep 2017
- North Idaho CollegeAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
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
- 7495459
- Firm CRD
- 6413