Jeffrey Eric Doeden

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

• 10/2014 → 08/2017
  Wfg Investments, Inc.
  Peoria, IL
• 10/2014 → 08/2017
  Wfg Advisors, Lp
  Peoria, IL
• 08/2017 → 11/2022
  Kestra Investment Services, Llc
  Peoria, IL
• 08/2017 → 11/2022
  Kestra Advisory Services, Llc
  Peoria, IL
• 11/2022 → Present
  Lpl Financial Dba Doeden Asset Management
  East Peoria, IL
• 11/2022 → Present
  Lpl Financial Llc
  East Peoria, IL

Previous Registrations

• 2017-08-23 → 2022-11-16
  Kestra Advisory Services, Llc
  Peoria, IL
  Austin, TX
• 2014-10-21 → 2017-08-25
  Wfg Advisors, Lp
  Peoria, IL
• 2002-04-01 → 2014-10-22
  First Midwest Securities, Inc.
  East Peoria, IL
  East Peoria, IL

Other Businesses

1) 11/11/2022 - Doeden Asset Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - Start date: 11/15/2022. 2) 11/11/2022 - Doed Knows Taxes - Tax Prep/Accounting/CPA - Owner/Operator - East Peoria, IL 61611 - 20 hours per month - Start date: 02/01/2019.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-03-27
• S63 Uniform Securities Agent State Law Examination
  1997-03-25