Wyatt Bohren
Investment adviser representative at LPL Enterprise, LLC
10 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 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 Enterprise, LLCSep 2025 to now
- US Army ReservesDec 2023 to now
- Academy BankApr 2025 to May 2025
- Northwestern MutualAug 2023 to Jun 2024
- Atmosphere GastropubJul 2023 to Aug 2023
- DominosNov 2021 to Nov 2021
- TargetMay 2021 to Sep 2021
- University of Colorado Colorado SpringsAug 2018 to Aug 2019
- 711Sep 2017 to Dec 2017
- StudentJan 2015 to Aug 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CO).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 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
- 7803648
- Firm CRD
- 8733