Ashlyn Amanda Rollins-Koons

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

• 12/2019 → 07/2025
  Norcal Financial Group
  Chico, CA
• 06/2019 → 12/2019
  Half Moon Bay Review
  Half Moon Bay, CA
• 09/2018 → 06/2019
  Stanford University
  Stanford, CA
• 05/2018 → 09/2018
  Norcal Financial Group
  Chico, CA
• 01/2016 → 05/2018
  Corban University
  Salem, OR
• 09/2022 → 01/2024
  Kansas State University
  Manhattan, KS
• 07/2025 → Present
  Lpl Financial Llc
  Chico, CA

Previous Registrations

• 2020-08-03 → 2025-07-10
  Next Financial Group, Inc.
  Santa Clara, CA
  Chico, CA
  Roseville, CA

Other Businesses

1. 07/10/2025- NorCal Financial Group- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/01/2018- 170 Hours Per Month- 100 Hours During Trading 2. 12/19/2025-California State University, Chico-Lecturer-Teacher Paid by School or University-Not Inv Related-At Chico, CA-Start date 01/20/2026-12hrs/mth-0hrs/mth during trading 3. 01/06/2026 - NorCal Financial Group - Tax Prep/Accounting/CPA - Tax preparer - Investment Related - At Reported Business Location(s) - Start Date 07/01/2025 - 10 hours per month/ 5 hours during trading 4. 01/06/2026 - Kansas State University - Other - Teacher - Instructor - Not Investment Related - Manhattan, KS - Start Date 07/31/2025 - 15 hours per month/ 4 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-03
• S63 Uniform Securities Agent State Law Examination
  2020-06-24

Designations

• Certified Financial Planner

Other Names

• Ashlyn Amanda Rollins
• Ashlyn Koons
• Ashlyn Rollins
• Ashlyn Amanda Koons
• Ashlyn Rollins-Koons