Trevor Adam Holen

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

• 12/2016 → Present
  Waddell & Reed Inc
  Greenwood Village, CO
• 06/2013 → 12/2016
  Nebraska Wesleyan University
  Lincoln, NE
• 01/2014 → Present
  Student
  Lincoln, NE
• 02/2017 → Present
  Various Insurance Carriers For W & R Insurance Agencies
  Aurora, CO
• 08/2017 → Present
  Dennis Duckworth
  Lincoln, NE
• 08/2017 → Present
  Nathan Rink
  Lincoln, NE
• 08/2017 → Present
  Nolan Rathe
  Lincoln, NE
• 08/2017 → Present
  Jason Rolf
  Lincoln, NE
• 07/2017 → 09/2020
  Rolf & Rink Inc
  Lincoln, NE
• 07/2021 → Present
  Lpl Financial Llc
  Greenwood Village, CO

Previous Registrations

• 2017-05-08 → 2021-07-21
  Waddell & Reed
  Savage, MN
  Greenwood Village, CO
  Las Vegas, NV

Other Businesses

1) 12/12/2023 - Johlfs Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/15/2023 - 160 Hours Per Month/ 8 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2017-05-05

Designations

• Certified Financial Planner