Brittany Marie Dean

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

• 05/2011 → 07/2021
  Waddell & Reed, Inc
  Greenwood Village, CO
• 03/2017 → 10/2017
  Darren Meyer
  Denver, CO
• 03/2017 → 10/2017
  Willard Caton
  Denver, CO
• 10/2017 → 07/2021
  Craig Johlfs
  Denver, CO
• 10/2017 → 07/2021
  Johlfs Inc
  Denver, CO
• 12/2016 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies
  Denver, CO
• 04/2017 → 12/2018
  Brighton Collectibles
  Broomfield, CO
• 07/2021 → Present
  Lpl Financial Llc
  Greenwood Village, CO

Previous Registrations

• 2016-09-26 → 2021-07-21
  Waddell & Reed
  Overland Park, KS
  Las Vegas, NV
  Ft. Collins, CO
  Greenwood Village, CO

Other Businesses

1. 12/1/2023: JOHLFS WEALTH MANAGEMENT; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 12/15/2023; 160hrs/mo.; 8hrs during trading. 2) 03/05/2025 - MOW WITH THE FLOW LLC - Not Investment Related - Other - LAWN CARE BUSINESS WITH MY HUSBAND - Home Based - Start Date:01/01/2025 - 40 Hrs/Mth - 0 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2016-09-26

Other Names

• Brittany Marie White