Brian Diehlman, financial advisor Louisville KY

Brian Diehlman

CRD Number: 3235469
Current Firm: Lpl Financial LLC
Compensation Model: Both

Brian Diehlman (CRD# 3235469) is an Investment Advisor Representative working at Waddell & Reed in Louisville, KY and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Louisville, KY Feb 2021 - Current 3
Bdiehlman, LLC Louisville, KY Jul 2019 - Current 4
Richard Damon Louisville, KY Sep 2012 - Feb 2021 8
Various Insurance Carriers For W&r Insurance Agencies Louisville, KY Jun 2009 - Feb 2021 11
Waddell & Reed, Inc. Louisville, KY Feb 2009 - Feb 2021 12
Winner's Circle- Bni Group Louisville, KY Feb 2017 - Jun 2019 2
Brian J Diehlman Crestwood, KY Jan 2015 - Apr 2019 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2001
S66 NASAA Uniform Combined State Law Examination Jun 2009
Contact Info for Brian J. Diehlman
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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