Kyleigh Payton Ohlsen
Investment adviser representative at LPL Financial LLC
12 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
12 years in the industry.
- LPL Financial LLCAug 2024 to now
- Bms Financial AdvisorsAug 2024 to now
- Buffalo Wild WingsOct 2023 to May 2024
- Firehouse BrewingMay 2022 to Sep 2024
- Cubby's Sports BarJan 2022 to May 2023
- South Dakota State UniversityAug 2020 to May 2024
- StonewallsMay 2018 to May 2021
- Native New YorkerSep 2016 to Mar 2017
- Stevens High SchoolAug 2014 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (SD).
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
- 7969804
- Firm CRD
- 6413