Intrinsic Investors
47yrs
Top advisor by experience in Wauwatosa
New
Dylan Krause
Financial advisor at LPL Enterprise
Dylan Krause is a fiduciary financial advisor in Wauwatosa, Wisconsin, registered since Sep 2026. Dylan joined LPL Enterprise in 2026, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 129 advisors with offices in Wauwatosa, and one of 119 fiduciaries.
At a glance
ExperienceNew to the profession (since Sep 2026)
How that compares ?New to the profession
Office10000 W Innovation Drive Suite 190, Wauwatosa, WI 53226
FirmLPL Enterprise
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$239,757
Advisors at the firm3,111
States licensed ?1 state
Services through LPL Enterprise
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Sep 2026 – nowLPL Enterprise, LLCCurrent firm
Contact Dylan
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Dylan. 10000 W Innovation Drive Suite 190Wauwatosa, WI 53226Office · Get directions Firm websitewww.lpl.com/lpl-enterprise.html
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Questions to ask Dylan
Tailored to Dylan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Dylan
How do I contact Dylan?
Call LPL Enterprise at (704) 733-3300 and ask for Dylan Krause. Dylan works from the Wauwatosa, WI office.
How long has Dylan been a financial advisor?
Dylan is new to the profession, registered since Sep 2026, and holds 1 license.
What licenses does Dylan hold?
Series 66. Tap any license on this page to see what it allows.
Is Dylan a fiduciary?
Dylan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dylan paid?
LPL Enterprise reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Dylan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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