DM
Deanna L. Meyer
DODDS WEALTH
COLORADO SPRINGS, CO 80920
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CRD#: 2810635
DM
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 and LPL FINANCIAL LLC located in Colorado Springs, Colorado.
Deanna is registered as an IAR (Investment Advisor Representative) and RR (Registered 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.
(1) 10/03/2014: DODDS WEALTH MANAGEMENT GROUP - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) - START 10/01/2014 - 5% OF TIME SPENT (2) 05/29/2015: DODDS WEALTH MANAGEMENT GROUP - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR - START 10/01/2014 - 40% OF TIME SPENT - INVESTMENT ADVISER REPRESENTATIVE (3) 8/21/2017: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 02/01/2017 - 10 Hours Per Month During Securities Trading - Disability and LTCI Partners for Long Term Care. (4) 12/8/2022- Dodds Wealth, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Partner - Start Date: 01/01/2020 - 40 Hours Per Month/20 Hours During Securities Trading. (5) 01/05/2023 - Dodds Wealth, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 11/01/2022 - 90 Hours Per Month/5 Hour During Securities Trading - I provide investment advisory services through Dodds Wealth, LLC, an independent investment advisor firm. I started this business activity in 11/2022. I expect to spend approximately 90 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (6) 01/2025: DODDS TAX, LLC. INDIRECT OWNER. AFFILIATED TAX SERVICES ENTITY AND FULLY OWNED SUBSIDIARY OF DODDS WEALTH MANAGEMENT GROUP, LLC. TIME SPENT= LESS THAN 1% EACH MONTH. 7) 05/08/2025 - Dodds Tax, LLC - Investment Related - Tax Prep/Accounting/CPA - At Reported Business Location(s) - Start Date:02/17/2025 - 0 Hrs/Mth - 0 Hrs During Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Deanna Lee Meyer'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®
NoneExperience
Current
January 6, 2023 - Present
DODDS WEALTH, LLC
Office #1: 1155 Kelly Johnson Blvd Suite 130, Colorado Springs, CO 80920RIA
CRD#: 323632
COLORADO SPRINGS, CO
Current
October 3, 2014 - Present
LPL FINANCIAL LLC
Office #1: 1155 Kelly Johnson Blvd #130, Colorado Springs, CO 80920-3931RIA
BD
CRD#: 6413
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
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.
BD
CRD#: 2225
COLORADO SPRINGS, CO
Past
May 9, 2003 - August 11, 2009
WALNUT STREET SECURITIES, INC.
BD
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".
DW
DODDS WEALTH, LLC
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(2/2/2015)
RR
Colorado(10/3/2014)
IAR
Colorado(1/6/2023)
IAR
Texas(4/9/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
DW
DODDS WEALTH, LLC
DODDS WEALTH, LLC
CRD#: 323632 / SEC#: 801-127016
RIA
Registered Investment Advisory firm - (12/8/2022 Approved)Upgrade to AdvisorCheck Premium
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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
12
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,276 |
| AUM (Assets Under Management) | $ 637,995,577 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
DODDS WEALTH, LLC
CRD#: 323632Colorado Springs, CO 80920TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
