Amanda Arrick

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

• 03/2022 → 02/2025
  Transamerica Financial Advisors, Inc
  Greenwood Village, CO
• 08/2021 → 02/2025
  Wfgia
  Greenwood Village, CO
• 08/2018 → 07/2022
  University Of Colorado Cancer Center
  Aurora, CO
• 05/2021 → 12/2021
  The Beer Spa
  Denver, CO
• 05/2018 → 11/2018
  Boulder Running Company
  Denver, CO
• 01/2015 → 07/2018
  Health Informatics Institute At Usf
  Tampa, FL
• 09/2018 → 05/2019
  Noonday Collection
  Austin, TX
• 04/2023 → 02/2025
  Wealthwave
  John's Creek, GA
• 04/2024 → 04/2024
  Preferred Funding Group
  West Dundee, IL
• 09/2024 → Present
  Majeske Insurance
  Englewood, CO
• 10/2024 → Present
  Colorado Secretary Of State
  Denver, CO
• 02/2025 → Present
  Lpl Financial Llc
  Arvada, CO

Other Businesses

1) 02/2025 - 29:11 Financial Planning LLC / DBA for LPL Business (entity for LPL business) Inv Related - at reported business location (s) 160 Hrs per month - 100% Time Spent 2) 02/2025 - Amanda Arrick, Notary Public / Notary / Inv Related / Aurora, CO 80012 / Start date 10/22/2024 - 2 hrs per month - 5% Time Spent 3) 02/2025 - Amanda Arrick / Non-Variable Insurance / Inv Related / Englewood, CO 80113 / Start date 10/22/2024 - 4 hrs per month - 10% Time Spent

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-19
• S63 Uniform Securities Agent State Law Examination
  2023-12-27

Other Names

• Amanda Adams
• Amanda Kinderman