Deanna Lee Meyer

Current Employers

Employment History

• 10/2014 → 12/2022
  Dodds Wealth Management Group
  Colorado Springs, CO
• 10/2014 → 03/2026
  Lpl Financial, Llc
  Colorado Springs, CO
• 12/2022 → Present
  Dodds Wealth, Llc
  Greenwood Village, CO

Previous Registrations

• 2014-10-03 → 2023-05-15
  Dodds Wealth Management Group
  Colorado Springs, CO
  Colorado Springs, CO
  Greenwood Village, CO
• 2014-10-03 → 2023-04-25
  Lpl Financial Llc
  Colorado Springs, CO
  Greenwood Village, CO
  Colorado Springs, CO
• 2013-09-04 → 2014-10-03
  Sii Investments, Inc.
  Colorado Springs, CO

Other Businesses

(1) 10/03/2014: DODDS WEALTH MANAGEMENT GROUP - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) - START 10/01/2014 - 5% OF TIME SPENT (2) 05/29/2015: DODDS WEALTH MANAGEMENT GROUP - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR - START 10/01/2014 - 40% OF TIME SPENT - INVESTMENT ADVISER REPRESENTATIVE (3) 8/21/2017: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 02/01/2017 - 10 Hours Per Month During Securities Trading - Disability and LTCI Partners for Long Term Care. (4) 12/8/2022- Dodds Wealth, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Partner - Start Date: 01/01/2020 - 40 Hours Per Month/20 Hours During Securities Trading. (5) 01/05/2023 - Dodds Wealth, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 11/01/2022 - 90 Hours Per Month/5 Hour During Securities Trading - I provide investment advisory services through Dodds Wealth, LLC, an independent investment advisor firm. I started this business activity in 11/2022. I expect to spend approximately 90 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (6) 01/2025: DODDS TAX, LLC. INDIRECT OWNER. AFFILIATED TAX SERVICES ENTITY AND FULLY OWNED SUBSIDIARY OF DODDS WEALTH MANAGEMENT GROUP, LLC. TIME SPENT= LESS THAN 1% EACH MONTH. 7) 05/08/2025 - Dodds Tax, LLC - Investment Related - Tax Prep/Accounting/CPA - At Reported Business Location(s) - Start Date:02/17/2025 - 0 Hrs/Mth - 0 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2013-09-03

Other Names

• Deanna Lee Kraus