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Emily R

Series 66

Spearfish, SD

LPL Financial

Emily Robison is a financial advisor with LPL Financial in Spearfish, South Dakota, holding a Series 66 license and five years of industry experience. She has been affiliated with LPL Financial since 2007. Outside of her advisory work, she is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various strategic, tactical, and alternative investment options.

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

CFP®, Series 66

Spearfish, SD

LPL Financial

David Donat is a CFP®-designated financial advisor with LPL Financial, where he has worked since 2005. He has 29 years of industry experience and holds the Series 66 license. Outside of his advisory role, he is a partner in Legacy Village, LLC, which manages a senior living facility and leases townhomes in Spearfish, SD. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset managers, with investment strategies implemented on both discretionary and non-discretionary bases.

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

Series 66

Spearfish, SD

LPL Financial

Thomas Engen is a Series 66-credentialed financial advisor with LPL Financial, based in Spearfish, South Dakota, with 11 years of industry experience. He has been with LPL Financial since 2015. Engen is also involved with Financial Advisors of the Black Hills and AM Securities, Inc. in capacities related to investment and tax purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, asset management, and retirement advice services delivered through a large network of advisers using both model portfolios and customized strategies.

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