Kassin Mosbrucker, financial advisor Canby OR

Kassin Mosbrucker

CRD Number: 7495459
Current Firm: Lpl Financial LLC

Kassin Mosbrucker (CRD# 7495459) is an Investment Advisor Representative working at Lpl Financial LLC in Canby, OR and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
City Of Lake Oswego Lake Oswego, OR Feb 2023 - Current 1
Lpl Financial Canby, OR Feb 2022 - Current 2
Champs Sports Bellevue, WA Jan 2022 - Jan 2022 < 1
Unemployed Renton Washington, ID Nov 2021 - Jan 2022 < 1
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Willamette University Salem, OR Aug 2018 - Mar 2020 1
Unemployed Kahlotus Washington, ID Jun 2018 - Aug 2018 < 1
Nike Inc. North Bend, WA Jan 2018 - Jun 2018 < 1
Bellevue College Bellevue, WA Sep 2017 - Jun 2018 < 1
The Fisherman's Restaurant Seattle, WA May 2017 - Sep 2017 < 1
North Idaho College Coeur D'alene, ID Aug 2016 - May 2017 < 1
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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2024
Contact Info for Kassin Mosbrucker
Phone Number: 704-733-3300
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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