Rebecca Eileen Bayless

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

• 01/2006 → Present
  Lpl Financial Llc
  Colorado Springs, CO
• 03/2015 → Present
  Western Wealth Advisors
  Colorado Springs, CO
• 01/2017 → 04/2024
  Aventa Credit Dba With Wealth Management Services
  Colorado Springs, CO
• 07/2025 → Present
  Climb Credit Union
  Colorado Springs, CO

Other Businesses

(1) 03/10/2015 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name WESTERN WEALTH ADVISORS - TIME SPENT 160 HOURS PER MONTH - At Reported Business Location(s) - Start date: 03/09/2015 160Hours per Month/ 160 Hours During Trading (2) 06/12/2024 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Asset Architects, LLC - Investment Related - At Reported Business Location(s) - Start Date 05/06/2024 - 20 Hours per Month/ 10 Hours During Trading (3) 09/05/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Investment Center Located at Climb Credit Union -Investment Related - At Reported Business Location(s) - Start Date 08/21/2025 - 60 Hours per Month/ 60 Hours During Trading (4) 02/17/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Asbury Wealth Partners - Investment Related - At Reported Business Location(s) - Start Date 02/12/2026 - 55 Hours per Month/ 45 Hours During Trading (5) 03/18/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Rebecca E. Bayless, LLC - Investment Related - At Reported Business Location(s) - Start Date 03/16/2026 - 160 hours per month/ 100 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2017-04-11
• S63 Uniform Securities Agent State Law Examination
  1999-02-22

Designations

• Certified Financial Planner

Other Names

• Rebecca Eileen Susser
• Rebecca Eileen Susser