Camille Koppenberg

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

• 07/2013 → 01/2017
  Lpl Financial Llc
  Bellingham, WA
• 09/2015 → 07/2022
  Cwm, Llc
  Ferndale, WA
• 01/2017 → 05/2022
  Cetera Advisor Networks Llc
  El Segundo, CA
• 07/2013 → 07/2022
  Asset Advisors Llc
  Ferndale, WA
• 06/2022 → 09/2024
  Cwm, Llc
  Omaha, NE
• 09/2022 → 09/2024
  Carson Wealth
  Bellingham, WA
• 09/2024 → Present
  Lpl Financial Llc
  Bellingham, WA

Previous Registrations

• 2022-09-07 → 2024-09-04
  Cwm, Llc
  Omaha, NE
  Bellingham, WA
• 2015-09-09 → 2022-08-03
  Cwm, Llc
  Ferndale, WA
• 2014-10-22 → 2016-01-14
  Lpl Financial Llc
  Ferndale, WA

Other Businesses

1. Transformational Advisory Group- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location(s)- 160 Hrs Per Mnth- 8 Hrs During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-04-24
• S63 Uniform Securities Agent State Law Examination
  2011-11-23

Other Names

• Camille Jan Valdez
• Camille Jan Velasco Valdez
• Camille Jan Koppenberg
• Camille Jan V Koppenberg