Greenwood Village, CO Dtc Blvd Office

Cameron Fraker is a CFP® with 12 years of industry experience, currently affiliated with LPL Financial since 2021. He also maintains ongoing roles with JOHLFS Inc and Craig Johlfs, and has experience with various insurance carriers and Waddell & Reed, Inc. His activities include managing non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios and research to support discretionary and non-discretionary management.

Eric Haines is a CFP®-credentialed financial advisor with 10 years of industry experience. He is currently with LPL Financial and has previously worked at Destra Capital Advisors and Janus Henderson-related firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and technology.

James Cooper is a financial advisor at LPL Financial with 41 years of industry experience. He holds a Series 63 designation and has worked previously at UBS Financial Services and Citigroup Global Markets. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage services.

Craig Johlfs is a CFP® certificant with 19 years of industry experience, currently affiliated with LPL Financial since 2021. He has operated JOHLFS HOLDINGS LLC since 2015 and founded JOHLFS Financial Group in 2011. Previously, he served with the Denver Children's Advocacy Center from 2014 to 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by research and model portfolios, with both discretionary and non-discretionary management options.

Anne Perry is a financial advisor at LPL Financial with 34 years of industry experience. She holds the Series 66 designation and previously worked at First Financial Equity Corporation for eight years. Perry is also involved in managing her own investment-related business activities. LPL Financial is a registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting through a nationwide network of investment adviser representatives.

Trevor Holen is a CFP®-credentialed financial advisor with nine years of industry experience, currently affiliated with LPL Financial in Greenwood Village, CO. He has worked with several firms since 2017, including Jason Rolf, Nolan Rathe, Dennis Duckworth, and Nathan Rink, and has also been associated with Waddell & Reed since 2016. Holen operates under the DBA Johlfs Wealth Management for his LPL business. LPL Financial is a national investment adviser and broker-dealer serving individual and institutional clients, including high-net-worth individuals and retirement plans. The firm offers a broad range of advisory programs and financial services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Brittany Dean is a financial advisor at LPL Financial with 15 years of industry experience. She holds a Series 66 designation and has worked at firms including Craig Johlfs and Waddell & Reed, Inc. Dean is also involved in a non-investment business operating a lawn care service with her husband. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and retirement plan consulting.

Bryan Schmitt is a CFP® professional with three years of industry experience, currently affiliated with LPL Financial. He has worked at LPL Financial since 2023 and has been associated with Schmitt & Associates, LLC since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management alongside model portfolios and research from internal and third-party sources.