Tyler Jeffrey Freeman

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

• 10/2012 → 07/2021
  Waddell & Reed, Inc
  Lakewood, CO
• 12/2012 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies
  Lakewood, CO
• 03/2013 → 01/2019
  Golden Community Garden
  Golden, CO
• 05/2015 → Present
  Golden Rotary-Satellite
  Golden, CO
• 01/2015 → 07/2019
  Wsbb Meeting Space
  Golden, CO
• 07/2018 → Present
  Golden Orator Toastmasters
  Golden, CA
• 09/2018 → Present
  Glennon Heights Mennonite Church
  Lakewood, CO
• 01/2019 → Present
  Tyler Freeman Llc
  Lakewood, CO
• 01/2019 → Present
  Gofarm
  Golden, CO
• 07/2019 → Present
  West Side Business Builders
  Golden, CO
• 11/2018 → 10/2023
  Glennon Heights Mennonite Church
  Lakewood, CO
• 07/2021 → Present
  Lpl Financial, Llc
  Lakewood, CO

Previous Registrations

• 2012-12-20 → 2021-07-21
  Waddell & Reed
  Golden, CO
  Denver, CO
  Las Vegas, NV
  Lakewood, CO
  Lakewood, CO

Other Businesses

1. 9/23/2021 - Crump and AOCP - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 01/2013 - 5 Hours Per Month - Selling life, disability, LTC and Medicare supplement. 2. 9/28/2021 - Aflac - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 09/27/2021 - 4 Hours Per Month/0 Hours During Securities Trading. 3. 02/16/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 01/2013 - 5 Hours Per Month. 4. 02/16/2022 - Tyler Freeman LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Sole Owner - Start Date: 01/2019 - 50 Hours Per Month. 5. 04/18/2022 - R&P Properties - Investment Related - Home Based - Other - Registered Agent - Start Date - 04/01/2022 - 0 Hours Per Month/0 Hours During Securities Trading. 6. 05/19/2022 - No Business Name - Investment Related - Lakewood, CO - Real Estate Rental - Start Date - 02/19/2022- 1 Hours Per Month/ 0 Hours During Securities Trading. 7. 08/25/2022 - WealthClarity - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 08/19/2022 - 4 Hours Per Month/4 Hours During Securities Trading. 8. 02/18/2026 - Tyler Freeman - Real Estate Rental - Investment Related - Lakewood, CO - Start Date 02/16/2022 - 2 hours per month/ 0 hours during trading 9. 02/18/2026 - Tyler Freeman - Real Estate Rental - Part Owner - Investment Related - CO - Start Date 05/15/2026 - 5 hours per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2012-12-19

Designations

• Certified Financial Planner