April Renee Dougherty

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

• 07/2007 → 10/2023
  Wfg
  Greenwood Village, CO
• 01/2012 → 10/2023
  Transamerica Financial Advisors, Inc
  Greenwood Village, CO
• 12/2012 → 01/2018
  Rental House
  Pueblo, CO
• 08/2016 → 11/2022
  Indian Peaks Dental P.C
  Lafayette, CO
• 02/2017 → 01/2018
  Dentalone Partners, Inc.
  Plano, TX
• 12/2017 → 11/2022
  Temporary Fill-Ins
  Denver, CO
• 11/2018 → 09/2023
  Dental Matchmakers Temporary Agency
  Denver, CO
• 01/2019 → 10/2023
  Netlaw
  Louisville, KY
• 03/2019 → 09/2023
  College Loan Freedom
  Henderson, CO
• 08/2019 → 11/2022
  Southland Dental
  Aurora, CO
• 02/2021 → 07/2022
  Rossow Pc
  Denver, CO
• 04/2022 → 10/2023
  Inter Vivos, Pllc
  Lindon, UT
• 03/2023 → 10/2023
  Wealthwave
  Johns Creek, GA
• 03/2023 → 10/2023
  Pinnacle Elite
  San Jose, CA
• 06/2023 → 09/2024
  Cloud Dentistry
  Boston, MA
• 10/2023 → Present
  Lpl Financial Llc
  Aurora, CO
• 07/2023 → 07/2024
  Monarch Family Dental
  Westminster, CO

Other Businesses

1.10/23/2023; The Change Makers LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 08/08/2020; hrs/mth; hrs during trading 2.10/23/2023; 1206 S Flat Rock Cir Aurora LLC; Real Estate Rental; Not Investment Related; Boulder,CO; Start Date 11/20/2022; hrs/mth; hrs during trading 3.10/23/2023; 3372 Prairie Vista Dr Castle Rock LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 11/27/2022; hrs/mth; hrs during trading 4.10/23/2023; ; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 09/25/2023; hrs/mth; hrs during trading 5.01/24/2024; Financial Independence Group, Inc; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 10/30/2023; 8hrs/mth; 8hrs during trading 6.10/14/2024; Treeline Arabella LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 07/01/2024; 0hrs/mth; 0hrs during trading 7.11/07/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name White Oak Planning; Investment Related; at Reported Business Location(s); Start Date 10/23/2024; 160hrs/mth; 160hrs during trading 8.11/07/2024; World Financial Group, LLC; Non-Variable Insurance- Trails Only; Investment Related; N/A - I receive residual commissions from my prior contract with World Financial Group,LLC; Start Date 10/22/2024; 0hrs/mth; 0hrs during trading 9.12/17/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name AVL Financial; Investment Related; at Reported Business Location(s); Start Date 11/29/2024; 8hrs/mth; 8hrs during trading 10.08/14/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name 29:11 Financial Planning LLC; Investment Related; at Reported Business Location(s); Start Date 08/03/2026; 160hrs/mth; 160hrs during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-16
• S63 Uniform Securities Agent State Law Examination
  2023-05-01

Other Names

• April Renee Houdyshell
• April Grisham
• April Renee Grisham
• April Renee
• April Dougherty