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RIA / WealthAdvisorCertified Financial Planner30 years in industry

KEVIN OWEN EKSTROM

Advisor at LPL FINANCIAL LLC

BINGHAMTON, NY

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Search this name across graphsid dfx:ria:802504f0-59ba-df99-4555-8963e42c8a95

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 17, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LPL FINANCIAL LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 25, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Mar 25, 1996
First registration: Jul 17, 2007
Dual registered: no
Other names: KEVIN O EKSTROM
IAPD individual key: 2709030

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LPL FINANCIAL LLC	Bd affiliated wealth	Jun 1, 2026	n/a	yes	BINGHAMTON, NY	Current employment
CREATIVEONE WEALTH, LLC	Independent wealth	Oct 26, 2020	Jun 9, 2026	no	OVERLAND PARK, KS\|Binghamton, NY	Previous registration
PARTNERVEST ADVISORY SERVICES LLC	Former SEC adviser	Mar 6, 2009	Nov 5, 2020	no	BINGHAMTON, NY\|VESTAL, NY\|SANTA BARBARA, CA	Previous registration
STONE HOUSE INVESTMENT MANAGEMENT, LLC	Independent wealth	Jul 17, 2007	Apr 29, 2009	no	VESTAL, NY\|TUNKHANNOCK, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CREATIVEONE WEALTH, LLC	LPL FINANCIAL LLC	Jun 9, 2026	Jun 1, 2026	-8	Firm change	RIA to ibd
PARTNERVEST ADVISORY SERVICES LLC	CREATIVEONE WEALTH, LLC	Nov 5, 2020	Oct 26, 2020	-10	Bulk transfer	RIA to RIA
STONE HOUSE INVESTMENT MANAGEMENT, LLC	PARTNERVEST ADVISORY SERVICES LLC	Apr 29, 2009	Mar 6, 2009	-54	Firm change after gap	Other

Relationships

Registered with (4)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Jun 1, 2026 to presentfactForm ADV
→ CREATIVEONE WEALTH, LLCRegistered adviserregistration: previous registration
Oct 26, 2020 to Jun 9, 2026factForm ADV
→ PARTNERVEST ADVISORY SERVICES LLCRegistered adviserregistration: previous registration
Mar 6, 2009 to Nov 5, 2020factForm ADV
→ STONE HOUSE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 17, 2007 to Apr 29, 2009factForm ADV

Dated events

Occurred
Jun 9, 2026
Advisor changed firm
Kevin Owen Ekstrom left Creativeone Wealth, Llc for Lpl Financial Llc (registered 2026-06-01)
Form ADVobserved 5 days ago