Rachael S Christensen

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

• 08/2015 → 07/2023
  Bancwest Investment Services, Inc.
  Thornton, CO
• 03/2011 → Present
  Bmo Bank Na
  Thornton, CO
• 07/2023 → Present
  Lpl Financial Llc
  Broomfield, CO

Previous Registrations

• 2016-03-30 → 2023-07-19
  Bancwest Investment Services, Inc.
  Thornton, CO
  Brighton, CO
  Thornton, CO
  Broomfield, CO
  Northglenn, CO
  Steamboat Springs, CO
  Longmont, CO
  Longmont, CO
  Denver, CO
  Aurora, CO
  Superior, CO
  Northglenn, CO
  Westminster, CO
  Commerce City, CO
  Lakewood, CO
  Brighton, CO
  Denver, CO

Other Businesses

1. 04/25/2023 - BMO Bank NA - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Advisor - Start Date 02/01/2023 - 160 Hours Per Month/ 8 Hours During Securities Trading - Time Spent 100% 2. 04/25/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Notary - Start Date 02/12/2004 - 0 Hours Per Month/ During Securities Trading - Time Spent 1% 3. 04/25/2023 - Rachael Christensen - Investment Related - Thornton, CO - Real Estate Rental - Co-Owner - Start Date 04/15/2012 - 1 Hour Per Month/ 0 Hours During Securities Trading - Time Spent 5% 4. 04/25/2023 - BMO Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)

Exams

• S66 Uniform Combined State Law Examination
  2016-03-29

Other Names

• Rachael Suzanne Taylor