Haley Rabecca Deremer

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

• 06/2014 → 07/2017
  Waddell & Reed
  Lincoln, NE
• 05/2016 → 05/2018
  Above & Beyond Cleaning Services
  Lincoln, NE
• 07/2017 → 06/2020
  Phyllis Webb, Fa
  Lincoln, NE
• 05/2019 → 12/2019
  Clean Juice
  Lincoln, NE
• 12/2019 → 08/2020
  Dino'S Eastside Grille
  Lincoln, NE
• 06/2020 → 07/2021
  Waddell & Reed Inc
  Lincoln, NE
• 06/2020 → 07/2021
  Phyllis Webb
  Lincoln, NE
• 11/2020 → 07/2021
  Step By Step, Llc
  Lincoln, NE
• 01/2021 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies
  Lincoln, NE
• 06/2020 → 07/2021
  Waddell & Reed, Inc
  Lincoln, NE
• 05/2016 → 07/2021
  Above & Beyond Cleaning
  Lincoln, NE
• 12/2019 → 02/2020
  Dino'S
  Lincoln, NE
• 05/2014 → 07/2017
  Waddell & Reed
  Lincoln, NE
• 07/2021 → Present
  Lpl Financial Llc
  Lincoln, NE

Previous Registrations

• 2020-12-03 → 2021-07-21
  Waddell & Reed
  Lincoln, NE
  Savage, MN

Exams

• S66 Uniform Combined State Law Examination
  2020-11-25

Other Names

• Haley Rabecca Gloe