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David John Workman

Advisor at LPL Financial — Logansport, IN East Market

Updated today

Credentials

Series 63

Experience

40 years

Location

Logansport, IN 46947

LPL Financial logo

LPL Financial

Institution

Total advisors

22,823

Across 10,482 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

David Workman is a financial advisor with LPL Financial in Logansport, IN, holding a Series 63 designation and over 40 years of industry experience. He has been with LPL Financial since 1988. Outside of his advisory role, he is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, wrap and model portfolios, third-party asset management access, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

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 income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

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

Location

See office

Logansport, IN East Market

1529 East Market

Logansport IN 46947

Advisors at this office

2

Most active in

Indiana · Iowa · Texas

Work history

40 years of industry experience

LPL Financial

1988 - Present • 38 years

Logansport, IN

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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Ryan C

Series 63, Series 66

Logansport, IN

PNC Wealth Management

Ryan Campbell is a financial advisor with PNC Wealth Management in Logansport, Indiana, holding Series 63 and Series 66 registrations and four years of industry experience. Prior to joining PNC, he held roles at firms including Northwestern Mutual and J.P. Morgan Securities. Outside of his advisory work, he is involved in real estate ventures with his wife, serving as an owner and partner in several residential real estate companies. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation to employees. The firm employs algorithm-driven investment strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

Passive / index investing Active portfolio management Wealth management Executive
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Erin C

Series 66

Logansport, IN

PNC Wealth Management

Erin Campbell is a Series 66 licensed financial advisor with 18 years of industry experience. She has been with PNC Wealth Management since 2009. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an invitation-only employee pilot that uses algorithmic risk assessment and applies approved model strategies managed by PNC or third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive

Wendy O

CFP®, Series 63, Series 66

Logansport, IN

Edward Jones

Wendy Orpurt is a CFP®-certified financial advisor at Edward Jones with 23 years of industry experience, all of which she has spent at the firm since 2003. She is based in Logansport, IN. Outside of her advisory role, she serves on the Cass County Carousel Board. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Matthew J

Series 66

Logansport, IN

LPL Financial

Matthew Jennings is a financial advisor with LPL Financial in Logansport, Indiana, holding a Series 66 credential and five years of industry experience. Prior to joining LPL Financial in 2021, he worked at Security Federal Savings Bank and Aldi Grocery Stores. Jennings also has experience in education from roles at Grace College and Logansport High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and utilizes a variety of portfolio approaches, including proprietary models and third-party subadvisors.

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

Amanda H

CFP®, Series 66

Logansport, IN

Edward Jones

Amanda Hedrick is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. She holds the Series 66 designation and is based in Logansport, IN. Outside of her advisory role, she has an interest in property management through renting a second home. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a broad range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network as well as its integrated capabilities beyond traditional advisory services.

College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Ronnie M

Series 63, Series 66

Peru, IN

Raymond James Financial

Ronnie Miller is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Raymond James Financial Services since 2001 and with Raymond James Financial since 2009. Outside of his advisory role, he is involved with Jackson Financial Group LLC, where he occasionally meets with clients. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm provides tailored, non-discretionary planning and utilizes analytical tools to support client goals, and it maintains a municipal advisor affiliation that supports its public finance work.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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