Christopher Dean Thorpe

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

• 08/2014 → 09/2019
  Key Investment Services
  Denver, CO
• 09/2019 → 05/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 09/2019 → Present
  Elevations Credit Union
  Boulder, CO
• 05/2025 → Present
  Lpl Financial Llc
  Longmont, CO

Previous Registrations

• 2019-09-23 → 2025-05-15
  Cuso Financial Services, L.P.
  Fort Collins, CO
  San Diego, CA
  Loveland, CO
  Longmont, CO
• 2014-08-25 → 2019-09-24
  Key Investment Services Llc
  Loveland, CO
  Denver, CO

Other Businesses

1. 4/29/2025: Elevations Wealth Management Services; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 4/29/2025; 160hrs/mo. during trading.

Exams

• S66 Uniform Combined State Law Examination
  2014-07-19