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David Michael Winebrenner Jr.

Advisor at LPL Financial — Lebanon, KY 103 W Main St

Updated today

Credentials

Series 66, Series 65

Experience

26 years

Location

Lebanon, KY 40033

LPL Financial logo

LPL Financial

Institution

Total advisors

22,663

Across 10,416 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

David Winebrenner Jr. is a financial advisor with LPL Financial in Lebanon, KY, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Cetera Advisor Networks LLC for five years before joining LPL Financial in 2018. Outside of advisory work, he is involved with The Ruth Hagan Insurance Agency, focusing on property and casualty insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal research and third-party subadvisors.

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

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Lebanon, KY 103 W Main St

103 W Main St

Lebanon KY 40033

Advisors at this office

2

Most active in

Kentucky · Texas

Work history

26 years of industry experience

LPL Financial, LLC

2018 - Present • 8 years

Lebanon, KY

Cetera Advisor Networks LLC

2013 - 2018 • 5 years

El Segundo, CA

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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Christopher M

CFA®, Series 63

Lebanon, KY

Chadds Ford Wealth Partners, LLC

Christopher Madel is a CFA® charterholder and holds a Series 63 license with six years of industry experience. He has been with Chadds Ford Wealth Partners, LLC since 2019 and previously worked at Wilmington Trust Company from 1998 to 2017. Between 2017 and 2019, he was retired. Chadds Ford Wealth Partners is an employee-owned firm serving high-net-worth individuals, families, trusts, foundations, and operating businesses. The firm offers comprehensive wealth management and advisory services, employing customized investment strategies that include equities, fixed income, and alternatives, while incorporating ESG preferences through independent research providers.

Wealth management Private / alternative investments ESG / Sustainable investing Founder/Business Owner Retired
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Charles W

Series 63, Series 66

Lebanon, KY

Creative Financial Designs, Inc.

Charles White is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Creative Financial Designs since 2008 and currently serves as a consultant-CPA at White and Company PSC. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers a variety of investment strategies, including Biblical Responsible Investing, with both discretionary and non-discretionary management options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Charles C

Series 66

Springfield, KY

Truist Advisory Services

Charles Curtsinger is a financial advisor at Truist Advisory Services with five years of industry experience. He holds the Series 66 designation and previously worked at KT Black Services for seventeen years before joining Truist Bank and its affiliated entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Founder/Business Owner Executive

Adam P

CFP®, Series 63, Series 66

Lebanon, KY

Edward Jones

Adam Poff is a financial advisor with Edward Jones in Lebanon, KY, holding CFP®, Series 63, and Series 66 designations and bringing 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Poff manages a farming business raising sheep, cattle, and chickens. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors and offers a variety of advisory programs and investment strategies under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive

Brandon T

Series 66

Springfield, KY

Edward Jones

Brandon Taylor is a financial advisor at Edward Jones in Springfield, KY, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Marriott for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products, supporting approximately $1.01 trillion in assets under management through a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Dylan C

Series 66, Series 65

Lebanon, KY

LPL Financial

Dylan Cambron is a financial advisor with LPL Financial, holding Series 65 and Series 66 credentials. He has been in the industry since 2026 and previously worked with Winebrenner Financial Services and operated as a self-employed advisor. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with a range of discretionary and non-discretionary management options supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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