Dylan Krezelak
Investment adviser representative at LPL Financial LLC
11 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
11 years in the industry.
- LPL Financial LLCJan 2024 to now
- Securities America AdvisorsJun 2023 to Jan 2024
- Securities America, Inc.Mar 2023 to Jan 2024
- Denning, Downey & Associates CpasJun 2022 to Mar 2023
- University Business ServicesNov 2019 to Apr 2020
- Lehrkind's Inc.Aug 2019 to May 2022
- Mesa Moving & StorageMay 2019 to Aug 2019
- Marga Hosaeus Fitness CenterAug 2018 to May 2019
- Lowe'sJun 2018 to Aug 2018
- Montana State UniversityAug 2017 to Jun 2018
- The Floor ShowJun 2017 to Aug 2017
- Willis Cruise HouseJun 2017 to Aug 2017
- Helena High SchoolMar 2017 to Jun 2017
- KmartDec 2015 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MT).
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
- 7716554
- Firm CRD
- 6413