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Brian David Vankeuren

LPl Financial LLC

Lakewood, CO

CRD 5129467

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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 2021-07-21
TX RA APPROVED_RES 2021-07-21
  • CO RA
    APPROVED
    Since 2021-07-21
  • TX RA
    APPROVED_RES
    Since 2021-07-21

Branch Locations

1746 Cole Blvd, Ste 225, Lakewood, CO 80401 • 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
Waddell & Reed, Inc Lakewood CO 08/2010 07/2021
Various Insurance Carriers For W&R Insurance Agencies Lakewood CO 12/2010 07/2021
Golden Chamber Of Commerce Young Professionals Golden CO 01/2012 04/2019
Brian Vankeuren Llc Lakewood CO 07/2015 07/2021
Toastmasters International Rancho Santa Margarita CA 07/2015 01/2021
Lpl Financial Llc Lakewood CO 07/2021 Present
  • 08/2010 → 07/2021
    Waddell & Reed, Inc
    Lakewood, CO
  • 12/2010 → 07/2021
    Various Insurance Carriers For W&R Insurance Agencies
    Lakewood, CO
  • 01/2012 → 04/2019
    Golden Chamber Of Commerce Young Professionals
    Golden, CO
  • 07/2015 → 07/2021
    Brian Vankeuren Llc
    Lakewood, CO
  • 07/2015 → 01/2021
    Toastmasters International
    Rancho Santa Margarita, CA
  • 07/2021 → Present
    Lakewood, CO
Previous Registrations
  • 2010-12-10 → 2021-07-21
    Waddell & Reed
    Golden, CO
    Denver, CO
    Las Vegas, NV
    Lakewood, CO
Other Businesses

1) 07/31/2015 - Business Entity For Tax/Investment Purposes Only - BRIAN VANKEUREN LLC - Investment Related - LAKEWOOD, CO 2) 07/06/2022 - WealthClarity - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 07/01/2022.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-12-09
  • S66 Uniform Combined State Law Examination
    2010-12-09
Other Names
  • Brian Van Keuren
  • Brian David Van Keuren
  • Brian Vankeuren

View on SEC IAPD

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