Bethany Rose Hennen

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

• 01/2021 → Present
  North Oaks Wealth Management
  White Bear Lake, MN
• 10/2020 → 03/2021
  La Grande Beautyspa & Boutique
  Forest Lake, MN
• 03/2019 → 04/2020
  Sparklean Co.
  Roseville, MN
• 10/2018 → 04/2019
  Caribou Coffee & Einstein Bagels
  Fridley, MN
• 08/2016 → 06/2018
  Odyssey Resorts
  Duluth, MN
• 04/2020 → 10/2020
  Unemployed
  Forest Lake, MN
• 06/2018 → 10/2018
  Unemployed
  Fridley, MN
• 01/2021 → Present
  Lpl Financial Llc
  White Bear Lake, MN
• 11/2023 → Present
  North Oaks Cleaning Llc
  Forest Lake, MN

Other Businesses

1) 02/2025 - North Oaks Financial Services, Inc. / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 hrs per month - 100% time spent 2) 02/2025 - North Oaks Cleaning LLC / Business Owner / Business owner, manager / Inv Related / Forest Lake, MN 55025 / Start date 11/11/2023 - 3) 02/2025 - Notary / Inv Related / White Bear Lake, MN 55110 / Start date 08/20/2021 - 1hrs per month - 5% time spent

Exams

• S66 Uniform Combined State Law Examination
  2026-01-05

Other Names

• Beth Hennen
• Bethany Derscheid
• Beth Derscheid