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Grant Gohmann

Advisor at LPL Financial

Updated today

Location

Rochester, IN 46975

Credentials

Series 66

Industry experience

1 year

About

Grant Gohmann is a financial advisor with LPL Financial in Rochester, Indiana. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he worked at Parkland Securities, LLC and First Federal Savings Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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 plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

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

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

301 E. Ninth St.

Rochester, IN 46975

Most active in

Indiana

Work history

First Federal Savings Bank

2026 - Present (1 year)

LPL Financial

2026 - Present (1 year)

Parkland Securities, LLc

2025 - 2026 (1 year)

SPC

2025 - 2026 (1 year)

Unemployed

2024 - 2025 (1 year)

Fusion Education Group

2023 - 2023 (1 year)

Aflac Inc

2022 - 2022 (1 year)

BRE Inc

2021 - 2021 (1 year)

DePauw University

2020 - 2024 (4 years)

Jay C Food Stores

2020 - 2020 (1 year)

Floyd Central High School

2016 - 2020 (4 years)

Holy Family Catholic School

2014 - 2016 (2 years)

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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Donald Cameron is a financial advisor at Advisor Share Wealth Management, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brookstone Capital Management, Tcm Securities, Inc, and Cameron Financial, a business he has been involved with since 1995. In addition to his advisory work, he is an agent involved in the sale of life insurance, fixed annuities, and long-term care insurance products. Advisor Share Wealth Management serves individuals, professional advisers, and retirement plans by offering portfolio management, financial planning, and retirement plan advisory services. The firm utilizes a platform that supports independent advisers and employs a manager selection process based on quantitative and qualitative criteria to implement client strategies.

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Rochester, IN

Edward Jones

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Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Planning for children with special needs Military & Veterans Founder/Business Owner
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Series 66

Rochester, IN

Edward Jones

Chas Nelson is a financial advisor with Edward Jones in Rochester, Indiana, holding a Series 66 credential and beginning his advisory career in 2025. His prior experience includes roles at Murray Equipment Inc and education positions at Purdue University and Rochester School Corporation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment strategies and advisory programs. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Matthew B

Series 66

Kewanna, IN

LPL Financial

Matthew Berry is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 20 years of industry experience. Prior to joining LPL Financial in 2020, he worked at H.D. Vest Advisory Services and H.D. Vest Investment Services from 2010 to 2020. Outside of his advisory role, Berry owns and operates several local businesses, including an excavating company and a land consulting firm, and he also serves as a notary. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates various delivery models tailored to client needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Bryan B

Series 63, Series 65

Rochester, IN

LPL Financial

Bryan Bell is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at LPL Financial and First Federal Savings Bank since 2018. Prior to this, he was employed by the Social Security Administration from 2009 to 2017. Outside of his advisory role, he serves as a bookkeeper for Plymouth Family Eyecare, a family business. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product offerings.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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