Brian Jonathan Diehlman

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

• 02/2009 → 02/2021
  Waddell & Reed, Inc.
  Louisville, KY
• 06/2009 → 02/2021
  Various Insurance Carriers For W&R Insurance Agencies
  Louisville, KY
• 09/2012 → 02/2021
  Richard Damon
  Louisville, KY
• 01/2015 → 04/2019
  Brian J Diehlman
  Crestwood, KY
• 02/2017 → 06/2019
  Winner'S Circle- Bni Group
  Louisville, KY
• 07/2019 → Present
  Bdiehlman, Llc
  Louisville, KY
• 02/2021 → Present
  Lpl Financial Llc
  Louisville, KY

Previous Registrations

• 2009-06-05 → 2021-02-24
  Waddell & Reed
  Louisville, KY
  Charleroi, PA
  Louisville, KY
  Bedford, KY
  Bedford, KY

Other Businesses

1) 02/11/2021 - Bdiehlman LLC - Business Entity For Tax/Investment Purposes Only - Inv Rel - At Reported Business Location(s) - Start: 06/2019 2) 3/17/2023 - No Business Name - Investment Related - Dunnellon, FL 34431 - Real Estate Rental - Start Date - 12/26/2022 - 5 Hours Per Month/0 Hours During Securities Trading 3) 07/31/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 07/24/2023 - 12 Hours Per Month/ 1 Hour During Trading 4) 08/04/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Property and Casualty - Start Date 08/01/2023 - 12 Hours Per Month/ 1 Hour During Trading 5) 11/13/2023 - Starlight Financial Group, Ameritas and Combined - Investment Related - At Reported Business Location(s) - Non-Variable Insurance Independent Agent - Start Date 12/01/2023 - 12 Hours Per Month 1 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2009-06-04
• S63 Uniform Securities Agent State Law Examination
  2001-04-09

Other Names

• Brian J Diehlman
• Brian Diehlman