Adviser and broker representative · LPL Financial LLC
Kellie L. Raasch
CRD 7183605 · Danville, CA
At a glance
Kellie L. Raasch is an investment adviser representative with LPL Financial LLC in Danville, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kellie’s SEC record dates to 2020, about 6 years ago. Kellie is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firms
- LPL Financial LLCSince October 2020Danville, CA · $819B in regulatory assets
- Malakoff WealthSince February 2024Danville, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2020 (6 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Kellie’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.