Brooke Haley Woodall

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

• 05/2024 → 11/2024
  Northwestern Mutual
  Fort Worth, TX
• 04/2022 → 12/2024
  Baylor University Financial Wellness Center
  Waco, TX
• 06/2023 → 07/2023
  Baylor University Admissions Center
  Waco, TX
• 01/2021 → 05/2021
  Chipotle
  Highland Ranch, CO
• 08/2021 → 12/2024
  Baylor University
  Waco, TX
• 01/2025 → 08/2025
  Unemployed
  Fortworth, TX
• 08/2017 → 05/2021
  Valor Christian High School
  Greenwood Village, CO
• 08/2008 → 05/2017
  Student
  Evergreen, CO
• 07/2025 → Present
  Lpl Financial Llc
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-11-17

Other Names

• Brooke Haley Woodall
• Brooke Woodall