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Darin Thomas Moening

Advisor at LPL Enterprise — Anthony, MN

Updated today

Credentials

Series 63, Series 65

Experience

17 years

Location

Anthony, MN

LPL Enterprise logo

LPL Enterprise

Institution

Total advisors

3,109

Across 869 offices

Clients per advisor

33 Very Low

Avg AUM per client

$239,757 Very Low

HNW client ratio

22% Typical

About

Darin Moening is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he serves as a contingent power of attorney for his parents. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and a suite of affiliated financial services.

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

Anthony, MN

Anthony MN

Advisors at this office

1

Most active in

Minnesota · Texas

Work history

17 years of industry experience

LPL Enterprise

2024 - Present • 2 years

St. Louis Park, MN

Prudential Insurance Company of America

2008 - Present • 18 years

St. Louis Park, MN

Pruco Securities, LLC.

2008 - 2024 • 16 years

St. Louis Park, MN

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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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.

Business ownership considerations
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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 licenses and having nine years of industry experience. His prior roles include positions at Great Valley Advisor Group Inc. and NyLife Securities, LLC. Outside of his advisory work, he is involved as a voice-over artist and a promoter with BD&LL Screen Printing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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