Bethany Rose Hennen
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered 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.
- North Oaks Cleaning LLCNov 2023 to now
- LPL Financial LLCJan 2021 to now
- North Oaks Wealth ManagementJan 2021 to now
- La Grande Beautyspa & BoutiqueOct 2020 to Mar 2021
- UnemployedApr 2020 to Oct 2020
- Sparklean Co.Mar 2019 to Apr 2020
- Caribou Coffee & Einstein BagelsOct 2018 to Apr 2019
- UnemployedJun 2018 to Oct 2018
- Odyssey ResortsAug 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7330851
- Firm CRD
- 6413