Deanna L. Meyer

DODDS WEALTH

COLORADO SPRINGS, CO 80920

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CRD#: 2810635

Professional summary

Deanna Lee Meyer, who also goes by Deanna Lee Kraus, is a registered financial advisor currently at DODDS WEALTH, LLC located in Colorado Springs, Colorado.

Deanna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Deanna has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Deanna Lee Kraus

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 Deanna Lee Meyer's CRS (Customer Relationship Summary).

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

January 6, 2023 - Present

DODDS WEALTH, LLC

Office #1: 1155 Kelly Johnson Blvd Suite 130, Colorado Springs, CO 80920

RIA

CRD#: 323632

COLORADO SPRINGS, CO

Past

October 3, 2014 - April 25, 2023

LPL FINANCIAL LLC

RIA

CRD#: 6413

COLORADO SPRINGS, CO

Past

October 3, 2014 - May 15, 2023

DODDS WEALTH MANAGEMENT GROUP

RIA

CRD#: 131734

Colorado Springs, CO

Past

October 3, 2014 - March 3, 2026

LPL FINANCIAL LLC

CRD#: 6413

COLORADO SPRINGS, CO

Past

September 4, 2013 - October 3, 2014

SII INVESTMENTS, INC.

RIA

CRD#: 2225

COLORADO SPRINGS, CO

Past

August 6, 2009 - October 3, 2014

SII INVESTMENTS, INC.

CRD#: 2225

COLORADO SPRINGS, CO

Past

May 9, 2003 - August 11, 2009

WALNUT STREET SECURITIES, INC.

CRD#: 15840

COLORADO SPRINGS, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DODDS WEALTH, LLC

CRD#: 323632 / SEC#: 801-127016

RIA

Registered Investment Advisory firm - (12/8/2022 Approved)

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

Colorado
(1/6/2023)

IAR

Texas
(4/9/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/3/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/8/2003

General Securities Representative Examination

Current Firm

DODDS WEALTH, LLC

CRD#: 323632 / SEC#: 801-127016

RIA

Registered Investment Advisory firm - (12/8/2022 Approved)

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Contact information

Main Address

5251 Dtc Parkway Ste 720, Greenwood Village, CO 80111

Mailing Address

Phone number

(303) 539-3900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2A BROCHURE (2/20/2025)

WRAP BROCHURE (2/20/2025)

Regulatory assets under management

Total Number of Accounts	1,276
AUM (Assets Under Management)	$ 637,995,577

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Deanna L. Meyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deanna Lee Meyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

DODDS WEALTH, LLC

LPL FINANCIAL LLC

DODDS WEALTH MANAGEMENT GROUP

LPL FINANCIAL LLC

SII INVESTMENTS, INC.

SII INVESTMENTS, INC.

WALNUT STREET SECURITIES, INC.

Primary Firm SEC Registration

DODDS WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/3/2013

SIE

Date: 10/1/2018

Series 7

Date: 5/8/2003

Current Firm

DODDS WEALTH, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DODDS WEALTH, LLC

TRUST BUT VERIFY

Contact information

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