Kelsey Heinrich
Investment adviser representative at LPL Financial LLC
11 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
11 years in the industry.
- LPL Financial LLCOct 2024 to now
- Lake Trust Credit UnionNov 2023 to now
- Heartland Payment SystemsApr 2021 to Nov 2023
- UnemployedMar 2020 to Apr 2021
- Michigan Soft Water of Western MichiganAug 2018 to Mar 2020
- Aerotek Staffing and RecruitingMar 2018 to Aug 2018
- American Income LifeOct 2017 to Mar 2018
- Sweetwater Catering Co.Oct 2015 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7990310
- Firm CRD
- 6413