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Chelsea Rakowski

LPl Financial LLC

Fort Collins, CO

CRD 8230667

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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:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-05-12
  • CO RA
    APPROVED
    Since 2026-05-12

Branch Locations

4703 Boardwalk Dr Bldg B Ste 1, Fort Collins, CO 80525 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Decibullz, Llc 4103 South Mason Street CO 01/2018 12/2025
Otter Products, Llc Fort Collins CO 11/2010 11/2017
Unemployed Timnath CO 01/2026 03/2026
Lpl Financial Llc Fort Collins CO 03/2026 Present
  • 01/2018 → 12/2025
    Decibullz, Llc
    4103 South Mason Street, CO
  • 11/2010 → 11/2017
    Otter Products, Llc
    Fort Collins, CO
  • 01/2026 → 03/2026
    Unemployed
    Timnath, CO
  • 03/2026 → Present
    Fort Collins, CO
Other Businesses

1. 03/2026 - Retirement & Estate Advisors Inc - DBA for LPL Business (entity for LPL business) - Inv Related - 173 Hour(s)/Month - 173 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 04/03/2026

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-11
  • S66 Uniform Combined State Law Examination
    2026-05-11

View on SEC IAPD

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