How the End of the COVID-19 Emergency

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

John Ludwig, Jess DeGabriele, and Kyle Schau have attained Investment Advisor Representative CEFEX Certification for RIA services withing the LPL Financial Retirement Plan Consulting Program. CEFEX and LPL Financial are separate entities.

Certificate of Registration

Financial Times: Awarded to financial advisors advising at least $75 million in defined contribution (DC) plan assets where DC plans represent at least 20% of total AUM. Graded on several criteria, including growth in DC plans and assets, plan participation rates, experience and industry certifications, and compliance record.

John Ludwig, Jess DeGabriele, and Kyle Schau have attained Investment Advisor Representative CEFEX Certification for RIA services within the LPL Financial Retirement Plan Consulting Program. CEFEX and LPL Financial are separate entities.

NAPA: Selected based solely on defined contribution (DC) plan assets under advisement as reported directly by nominees.

RPG is a network associated with LPL Financial.

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