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Brennan Miller

Advisor at LPL Enterprise — Mechanicsburg, PA

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Mechanicsburg, PA 17055

LPL Enterprise logo

LPL Enterprise

Institution

Total advisors

3,115

Across 864 offices

Clients per advisor

33 Very Low

Avg AUM per client

$239,757 Very Low

HNW client ratio

22% Typical

About

Brennan Miller is an advisor with LPL Enterprise, holding a Series 66 designation and beginning his career in 2025. Prior to joining LPL Enterprise, he was affiliated with the Pennsylvania Chiropractic Association and has work experience at Sheetz, Inc. Miller is also involved in non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, utilizing model-driven investment implementation and offering access to third-party asset managers and insurance products through a broad network of investment adviser representatives.

Client services

Based on LPL Enterprise

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

Expertise

Based on LPL Enterprise

Tax-loss harvesting

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Fee options

Fixed

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

Commissions

Brokerage services through LPLE where commissions and trails are earned; commissions on sales of insurance products.

Project-based

Up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Financial planning and consulting fees typically range from $0 to $15,000 or up to $500 per hour, may be flat or hourly fees as negotiated; fees may be discounted or complimentary.

Location

See office

Mechanicsburg, PA

4900 Ritter Road, Suite 230

Mechanicsburg PA 17055

Advisors at this office

2

Most active in

Pennsylvania

Work history

< 1 year of industry experience

LPL Enterprise LLC

2025 - Present • 1 year

Camp Hill, PA

Pennsylvania Chiropractic Association

2024 - 2025 • 1 year

Harrisburg, PA

Pennsylvania State University

2021 - 2025 • 4 years

Middletown, PA

Sheetz, Inc

2020 - Present • 6 years

Duncannon, PA

Greenwood School District

2015 - 2021 • 6 years

Millerstown, PA

Disclosures

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

Business activities & affiliations

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Joel G

Series 66

Hummelstown, PA

Solid Rock Financial Solutions LLC

Joel Gish Jr. is a financial advisor with Solid Rock Financial Solutions LLC, holding a Series 66 designation and beginning his advisory career in 2026. His prior work includes roles at Cambridge Investment Research Inc. and several non-financial organizations, including Lifeway Church Inc. From 2017 to 2021, he was affiliated with Grove City College. Solid Rock Financial Solutions LLC provides portfolio management services to individuals, high-net-worth clients, and charitable organizations, using a combination of fundamental analysis and modern portfolio theory. The firm prepares individualized investment policy statements and monitors portfolios regularly, offering a range of investment options including mutual funds, equities, ETFs, fixed income, annuities, and occasional private placements or venture capital interests.

Wealth management Annuities
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John R

Series 63, Series 65

Harrisburg, PA

Richards Financial

John Richards is the founder of Richards Financial, an independent investment advisory firm based in Harrisburg, PA. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, including 14 years leading his own firm. Richards Financial serves individual investors, trusts, estates, businesses, pension and profit-sharing plans, and charitable foundations. The firm offers portfolio management and personalized financial advice using a combination of fundamental value analysis, trend-following, fixed-income strategies, and option-based approaches, primarily managing accounts on a non-discretionary basis with client trade approval.

Concentrated stock management Options & derivatives strategies
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Jeffrey Y

Lemoyne, PA

Yoffe Investment Management, LLC

Jeffrey Yoffe is the principal of Yoffe Investment Management, LLC, an independent firm based in Lemoyne, PA. He holds legal credentials and has 11 years of experience in investment management, alongside over three decades as an attorney operating his own law firm, Yoffe & Yoffe, P.C. His legal practice is a notable aspect of his professional background. Yoffe Investment Management, LLC provides investment management and financial planning services to individuals, trusts, estates, and charitable organizations. The firm employs a long-term investment approach based on Modern Portfolio Theory and offers integrated tax and financial planning, estate planning, and family philanthropy services.

Wealth management Charitable giving & philanthropy
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Jeffrey S

CFP®, Series 63, Series 65

Camp Hill, PA

Mercantile Advisors, LLC

Jeffrey Stouffer is a CFP® professional with 16 years of industry experience and has been the sole advisor at Mercantile Advisors, LLC since 2013. He holds Series 63 and Series 65 licenses. Mercantile Advisors, LLC provides personalized financial planning and investment management to individuals, other advisors, and small businesses, operating a registered commodity trading advisory program as well. The firm offers customized portfolios that include traditional securities and a broad range of alternative and complex instruments, supporting both discretionary advisory accounts and a client-centric hedging program under its NFA/CFTC Commodity Trading Advisor registration.

Private / alternative investments Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner
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Andrew H

Series 65

Mechanicsburg, PA

Ando Arashi

Andrew Haley is a financial advisor at Ando Arashi with two years of industry experience. He holds a Series 65 designation and served in the US Navy for 20 years before joining Ando Arashi. Ando Arashi provides financial planning and advisory services to individual and high-net-worth clients through consultations, project-based plans, and ongoing subscriptions. The firm combines fundamental, technical, and cyclical analysis with Modern Portfolio Theory to emphasize diversified, long-term allocation, and offers tax preparation as an ancillary service.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General tax planning Retired Founder/Business Owner
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Ryan C

Series 63, Series 66

Enola, PA

Victus Wealth Management

Ryan Canfield is a financial advisor at Victus Wealth Management with 13 years of industry experience. He holds Series 63 and Series 66 designations. Canfield has worked at LPL Financial and has served on the board of directors for the West Shore Young Professionals, a nonprofit organization. Victus Wealth Management serves individual and high-net-worth clients by providing asset management, financial planning, and consulting services, including portfolio management for institutional clients. The firm combines third-party model portfolios with in-house oversight and offers public seminars to educate the community about investments and its services.

General retirement planning Income planning General tax planning Retirement withdrawal strategies
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