Rilee Lyle Johnson

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

• 10/2018 → 10/2019
  Edward Jones
  St Louis, MO
• 07/2018 → 09/2018
  Angling Unlimited
  Sitka, AK
• 05/2018 → 07/2018
  Citizens National Bank
  Park Rapids, MN
• 09/2017 → 05/2018
  University Of North Dakota
  Grand Forks, ND
• 05/2017 → 08/2017
  Citizens National Bank
  Park Rapids, MN
• 08/2016 → 05/2017
  University Of North Dakota
  Grand Forks, ND
• 12/2020 → 02/2021
  Cetera Investment Advisers Llc
  Tacoma, WA
• 12/2020 → 02/2021
  Cetera Investment Services Llc
  St Cloud, MN
• 12/2020 → 02/2021
  Columbia Bank
  Tacoma, WA
• 10/2019 → 02/2021
  Columbia Bank
  Redmond, OR
• 02/2021 → 03/2023
  Columbia Bank
  Lincoln City, OR
• 07/2021 → 03/2023
  Columbia Bank
  Tacoma, WA
• 07/2021 → 10/2023
  Cetera Investment Services Llc
  St Cloud, MN
• 07/2021 → 10/2023
  Cetera Investment Advisors Llc
  Tacoma, WA
• 03/2023 → Present
  Umpqua Bank
  Bend, OR
• 10/2023 → Present
  Columbia Wealth Advisors
  Bend, OR
• 10/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  Bend, OR
• 10/2023 → Present
  Raymond James Financial Services, Inc.
  Bend, OR
• 02/2024 → Present
  Lpl Financial Llc
  Prineville, OR

Previous Registrations

• 2023-10-19 → 2024-03-01
  Raymond James Financial Services Advisors, Inc
  Bend, OR
• 2021-08-03 → 2023-10-18
  Cetera Investment Advisers Llc
  Newport, OR
  Redmond, OR
• 2021-01-27 → 2021-02-11
  Cetera Investment Advisers Llc
  Tacoma, WA
• 2018-12-17 → 2019-09-18
  Edward Jones
  Tempe, AZ
  Grand Forks, ND
  St Louis, MO
  Salem, OR

Other Businesses

1- 02/2024 / Ocean's Edge / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s). 2 - Umpqua Bank, 805 NW Bond St, Bend, OR, Bank or Credit Union Associate, 03/01/2023, Investment Related: Yes, Associate/Employee, HPM: 81+, HPM trd hrs: 81+, Duties: Wealth Advisor 3- Columbia Wealth Advisors, 805 NW Bond St, Bend, OR, Support Company - Non Owner, 03/01/2023, Investment Related: No, Associate/Employee, HPM: 81+, HPPM trd hrs: 81+ Duties: Wealth Advisor

Exams

• S66 Uniform Combined State Law Examination
  2018-12-13

Designations

• Certified Financial Planner

Other Names

• Rilee Lyle Johnson
• Rilee Johnson
• Rilee L. Johnson