Lpl Financial LLC
Lpl Financial LLC (CRD# 6413) is a financial advisory firm headquartered in Fort Mill, SC. They manage $463,475,486,343 in 1,910,545 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management463,475MILLION
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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
Richard Gerbracht (CRD# 5310387) is an Investment Advisor Representative working at Lpl Financial LLC in Bay Village, OH and has over 17 years of experience in the finance industry.
Nicholas Goode (CRD# 4661126) is an Investment Advisor Representative working at Center For Wealth Planning Advisors, Inc. in Troy, MI and has over 15 years of experience in the finance industry.
Nicholas Goode brings 15 years of financial services industry experience to a broad range of individuals, business owners, and professionals seeking comprehensive financial planning and wealth management strategies from an independent perspective. He specializes in helping small business owners, entrepreneurs, medical professionals, and their families develop investment and retirement income planning, and Social Security claiming strategies, providing personalized and unbiased advice and guidance.
Nicholas is a financial advisor with experience in investment management, retirement income strategies, advanced life insurance planning, disability income protection, and estate planning. Before joining the Center For Wealth Planning Advisors, Inc. he was a financial services representative at State Farm VP Management Corp and, prior to that, a licensed insurance agent for a privately owned insurance agency. He holds his series 6, 7 and 63 with LPL Financial, and his 65 securities registration with Center For Wealth Planning Advisors and his state Life, Health, Property & Casualty Insurance licenses.
He is currently enrolled in the CFP® curriculum through the College for Financial Planning in Denver, Colorado. Nicholas earned his BBA degree in Finance from Walsh College of Accountancy & Business Administration in Troy, Michigan.
The Financial Consultants of the Center for Wealth Planning, Inc. are also Registered Representatives with and securities and advisory services are offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.
For hyperlinks to FINRA and SIPC, please refer to the Contact Info section above.
For a list of states in which our consultants are registered to do business, please visit www.retire-plan.com
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Kevin Christensen is an Investment Advisor Representative working at LPL Financial LLC in San Diego, CA and has over 12 years of experience in the finance industry.
Craig Johlfs (CRD# 5267609) is an Investment Advisor Representative working at LPL Financial in Denver, CO.
Craig initially began his career at Waddell & Reed in early 2007. He identified with the firm’s approach to a client-centric and planning-driven approach to the client experience. Craig accomplishes this by utilizing a ‘strategy first’ holistic approach with product-agnostic recommendations.
Although Craig has moved Broker Dealers to LPL Financial, what hasn’t changed is our dedication to his clients, their financial plans, and their money – a stewardship that he take very seriously. At the moment, he is having a lot of fun toggling between being a CFP® practitioner, a business owner, and an investor. When not engaged in business, he enjoy spending time with my family, travelling, and pursuing lifelong hobbies.
Craig Johlfs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
I became a financial advisor because I believe in the power of planning, positive habits, and self-progress…. and that this is the path to financial freedom which is one of the greatest of liberators”. - Craig Johlfs, CFP®, MBA
Scott Butera (CRD# 2946276) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 24 years of experience in the finance industry. Scott Butera has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Web Site:
www.buterawealth.lpl.com
Phone:
240-855-0424
Richard Weintraub (CRD# 3073220) is an Investment Advisor Representative working at Lpl Financial LLC in Boulder, CO and has over 26 years of experience in the finance industry.
Angelene Aadland (CRD# 5801352) is an Investment Advisor Representative working at Lpl Financial LLC in Aberdeen, SD and has over 10 years of experience in the finance industry.