Darin Moening
Advisor at LPL Enterprise
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Anthony, MN
Credentials
Series 63, Series 65
Industry experience
17 years
About
Darin Moening is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he serves as a contingent power of attorney for his parents. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, operating as both an investment adviser and broker-dealer.
Client services
Based on LPL Enterprise
Financial planning
Portfolio management
Educational seminars or workshops
Consulting and other non-discretionary advisory services
Consulting and other non-discretionary advisory services
Fee options
Flat fees for financial planning services as negotiated with the IAR.
Up to $500 per hour for financial planning and consulting services.
Fee-only: Financial planning fees typically range from $0 to $15,000 or up to $500 per hour, negotiable and may be discounted or complimentary.
Location
Anthony, MN
Most active in
Darin M has reported serving >5 clients in these states in the last 12 months.
Minnesota · Texas
Work history
LPL Enterprise
2024 - Present (2 years)
Prudential Insurance Company of America
2008 - Present (18 years)
Pruco Securities, LLC.
2008 - 2024 (16 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Laura T
Series 66
Ada, MN
Thrivent Investment Management
Laura Tweten is a Series 66-credentialed financial advisor with 11 years of industry experience. She has been with Thrivent Investment Management and THRIVENT Financial since 2014. Outside of her advisory role, she serves as a board member for the Lake Agassiz Education Cooperative and the Ulen Hitterdal Independent School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and planning across a broad range of financial topics without discretionary trading authority.
Kurt P
Series 63, Series 65
Ada, MN
LPL Financial
Kurt Philion is a financial advisor with LPL Financial in Ada, MN, holding Series 63 and Series 65 credentials with eight years of industry experience. His prior roles include positions at Great Valley Advisor Group Inc. and Frandsen Bank & Trust. Outside of financial advising, he works as a voice-over artist and serves as an ambassador/promoter for BD&LL Screen Printing. LPL Financial provides advisory and brokerage services to a diverse range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that develops strategic and tactical model portfolios.
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