Bert Ancel Doerhoff

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1978 → Present
  Bert Doerhoff Cpa A/K/A Doerhoff & Associates Cpa, Llc
  Jefferson City, MO
• 11/2000 → Present
  Aura Wealth Advisors, Llc
  Jefferson City, MO
• 01/2024 → Present
  Lpl Financial
  Jefferson City, MO

Previous Registrations

• 2000-05-02 → 2024-12-31
  Aura Wealth Advisors Llc
  Jefferson City, MO

Other Businesses

1) Strategic Partners. Inc - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start - Dec 23, 10 Hr/Mth 2) Hood Financial Group Inc - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start - Nov 23, 80 Hr/Mth 3) Tesseon LLC - Business Owner - Payroll Services - Non-Inv Rel - Jefferson City, MO - Start: 01/02, 1 Hr/Mth 4) Farm - Raise and Sell Cattle - Non-Inv Rel - St. Elizabeth, MO - Start: 01/1990, 1 Hr/Mth 5) Doerhoff Living Trust - Real Estate Rental - St. Elizabeth, MO - Start: 01/1990, 1 Hr/Mth 6) Hood and Associates CPA - Tax Prep/Accounting/CPA - Inv Rel - At Reported Business Location(s) 0- Start: 11/2023, 100 Hr/Mth 7) Osage Conservation Are Inc - Business Entity For Tax/Investment Purposes Only - Share Crop - Non-Inv Rel - Tuscomba, MO - Start: 03/1976, 1 Hr/Mth 8) Notary - State of MO - Inv Rel - Start: 09/1993, 1 Hr/Mth 9) 01/03/2024 - Mid America Bank - Non-Inv Related - Jefferson City, MO - Non-Profit Board Member - Started: 2/1/2023 - 2 Hrs/Mo; 0 Hr During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-26

Other Names

• Bert Ancel Doerhoff
• Bert A Doerhoff