user avatar

Asena Landry

Advisor at LPL Financial

Updated today

Location

Tilton, NH 03276

Credentials

Series 63, Series 66

Industry experience

11 years

About

Asena Landry is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 11 years of industry experience. She has previously worked at Fidelity Investments and Camden National Bank. Landry is also a notary. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions, offering a range of investment solutions supported by an in-house research team and various delivery options.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

5 Market Street

Tilton, NH 03276

Most active in

New Hampshire

Work history

LPL Financial

2025 - Present (1 year)

Camden National Bank

2025 - Present (1 year)

Fidelity Investments

2022 - 2025 (3 years)

Fidelity Personal and Workplace Advisors

2018 - 2020 (2 years)

FIDELITY Brokerage Services LLC

2013 - 2025 (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Maurice P

Series 63, Series 65, Series 66

Tilton, NH

MHP Asset Management

Maurice Patterson is a financial advisor at MHP Asset Management with 22 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with MHP Asset Management since 2006. Patterson is also a licensed insurance producer. MHP Asset Management provides portfolio management and financial planning services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and other institutions. The firm employs a modern portfolio theory approach with diversified asset allocations tailored to client risk profiles and incorporates analysis of international fiscal and monetary policies, serving a significant non-U.S. client base.

Options & derivatives strategies Passive / index investing Active portfolio management Income planning
user avatar

Gregory B

Series 63, Series 65

Tilton, NH

MHP Asset Management

Gregory Boeing is a financial advisor at MHP Asset Management with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at Bedrock Retirement Solutions since 2014 and Northwestern Mutual Life Insurance Company since 2011. MHP Asset Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and various institutions. The firm employs a modern portfolio theory approach, emphasizing diversification and risk alignment, and serves a notable non-U.S. client base while incorporating international fiscal and monetary policy analysis into its research.

Options & derivatives strategies Passive / index investing Active portfolio management Income planning
user avatar

Brandon A

Series 63, Series 65

Tilton, NH

The Ivy League Advisory Group, LLC

Brandon Archibald is a financial advisor at The Ivy League Advisory Group, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since its founding in 2014. In addition to his advisory role, he maintains a separate insurance sales practice. The Ivy League Advisory Group serves individual and high-net-worth clients as well as retirement plans, providing non-discretionary portfolio management, limited-scope ERISA 3(21) plan advice, and 529 college-savings program support. The firm combines platform-based strategist models, third-party money manager referrals, and educational seminars to offer a range of investment advisory and financial planning services.

Retirement income strategy Social Security optimization General estate planning guidance College savings (529s, UTMA, etc.) Options & derivatives strategies
user avatar

Peter L

Series 65

Tilton, NH

The Ivy League Advisory Group, LLC

Peter Laufenberg is a financial advisor with The Ivy League Advisory Group, LLC, holding a Series 65 credential and nine years of industry experience. He has been with the firm since 2016 and previously worked at Plymouth State University for eight years. The Ivy League Advisory Group serves individual and high-net-worth clients as well as retirement plans, offering non-discretionary portfolio management, limited-scope ERISA 3(21) plan advice, 529 college-savings program support, and referrals to third-party money managers. The firm provides packaged planning services and educational seminars, operating primarily on a non-discretionary basis with client approval required for transactions.

Retirement income strategy Social Security optimization General estate planning guidance College savings (529s, UTMA, etc.) Options & derivatives strategies
user avatar

Luis T

Series 65

Franklin, NH

Independence Financial Advisors, LLC

Luis Trigueros is a financial advisor at Independence Financial Advisors, LLC with a Series 65 designation and two years of industry experience. Prior to joining Independence Financial Advisors, he worked at Lockwood Hills Federal, LLC and has held positions in healthcare and mental health organizations. Independence Financial Advisors primarily serves individual clients, including high-net-worth households, offering separately managed account portfolio management and financial planning services. The firm manages assets on both discretionary and non-discretionary bases using defined model allocations and an internal approved list of securities.

Wealth management General retirement planning
user avatar

Rachel D

Series 65

Laconia, NH

The Foundry Financial Group, Inc.

Rachel Dadian is a financial advisor with The Foundry Financial Group, Inc. in Laconia, NH. She holds a Series 65 credential and has one year of industry experience. Her prior work includes roles at Cambridge Investment Research Advisors, Inc., Meredith Village Savings Bank, and Sardinha Brands, Inc. The Foundry Financial Group serves individuals, including high-net-worth clients, and employer-sponsored retirement plans, offering investment management, financial planning, and retirement plan consulting for approximately 300 clients with $250 million in assets under management. The firm uses top-down macroeconomic analysis and modern portfolio theory to guide strategic and tactical allocations, employing a range of investment vehicles including mutual funds, ETFs, and less-liquid structured products.

Retirement income strategy Annuities Real estate investing Options & derivatives strategies Cash flow / budgeting Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")