Isaac J Jordahl
Investment adviser representative at LPL Financial LLC
10 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Isaac J Jordahl? 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
10 years in the industry.
- LPL Financial LLCMar 2025 to now
- American Federal BankFeb 2025 to now
- City of BreckenridgeMay 2024 to Feb 2025
- Morgan StanleyJun 2023 to May 2024
- Comdel InnovationJul 2022 to Jun 2023
- Bell BankMay 2019 to Jul 2022
- UnemployedAug 2018 to May 2019
- Sherven'sJun 2018 to Aug 2018
- NdscsMay 2018 to Jun 2018
- UnemployedAug 2017 to May 2018
- NdscsMay 2017 to Aug 2017
- UnemployedAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MN, ND).
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
- 7740457
- Firm CRD
- 6413