Coltin David Brehm
Investment adviser representative at LPL Financial LLC
10 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCApr 2025 to now
- Osaic Wealth IncDec 2023 to Apr 2025
- Northwestern Mutual Wealth Management CompanyApr 2021 to Dec 2023
- Northwestern Mutual Life Insurance CompanyFeb 2021 to Dec 2023
- Northwestern Mutual Investment Services LLCApr 2018 to Dec 2023
- Brent GoskaAug 2016 to Feb 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6148821
- Firm CRD
- 6413