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LS

Lori L. Slaughter

MILLENNIAL WEALTH MANAGEMENT
Amarillo, TX
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CRD#: 2606269
LS

Professional summary


Lori Lee Slaughter, who also goes by Lori Lee Jackson, Lori Lee Weber, is a registered financial advisor currently at MILLENNIAL WEALTH MANAGEMENT, LLC located in Amarillo, Texas.

Lori is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Lori has worked at 2 firms and has passed the Series 66, SIE, Series 7, Series 9, Series 10 and Series 24 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Lori Lee Jackson | Lori Lee Weber

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Lori Lee Slaughter's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 1, 2026 - Present

MILLENNIAL WEALTH MANAGEMENT, LLC

RIA
CRD#: 284746
Amarillo, TX
Past

November 16, 2018 - April 4, 2025

EDWARD JONES

RIA
CRD#: 250
AMARILLO, TX
Past

September 25, 2018 - April 4, 2025

EDWARD JONES

BD
CRD#: 250
AMARILLO, TX

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(2/2/2026)
IAR
Colorado
(2/2/2026)
IAR
Texas
(2/1/2026)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/15/2018
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


MILLENNIAL WEALTH MANAGEMENT, LLC
MILLENNIAL WEALTH MANAGEMENT, LLC
MILLENNIAL WEALTH MANAGEMENT, LLC

CRD#: 284746 / SEC#:

California
Registered Investment Advisory firm - (8/11/2023 Approved)
Colorado
Registered Investment Advisory firm - (10/12/2016 Approved)
Texas
Registered Investment Advisory firm - (11/11/2022 Approved)
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Contact information


Main Address
2095 W. 6th Avenue Suite 112, Broomfield, CO 80020
Mailing Address
Phone number
(303) 578-8535
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts90
AUM (Assets Under Management)$ 29,986,961

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MILLENNIAL WEALTH MANAGEMENT, LLC

MILLENNIAL WEALTH MANAGEMENT, LLC

CRD#: 284746Amarillo, TX

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