Austin, TX Greystone Drive Office

Team
Updated today
LPL Enterprise logo

LPL Enterprise

Institution

Firm-wide stats for LPL Enterprise

Total advisors

3,114

Across 863 offices

Clients per advisor

33 Very Low

Avg AUM per client

$239,757 Very Low

HNW client ratio

22% Typical

About

LPL Enterprise, LLC serves a broad mix of clients — individuals (including high‑net‑worth clients), retirement plans, charitable organizations, corporations and other institutional clients — through both advisory and brokerage channels. Its services include financial planning and consulting, access to LPL’s Model Wealth Portfolios wrap program, third‑party asset management (TAMP) arrangements, and the ability to purchase a range of brokerage and insurance products through its broker‑dealer and affiliated insurance entity.

Investment advice is delivered primarily by investment adviser representatives (IARs) who use LPL’s research, model portfolios and third‑party portfolio strategists; MWP accounts provide discretionary implementation by LPL, while many TAMP arrangements are managed by third‑party sponsors or subadvisors. Financial planning engagements are typically non‑discretionary, point‑in‑time consultations, and IARs assist clients with program selection, account setup and ongoing monitoring where appropriate.

What is noteworthy relative to many peers is the firm’s integrated platform that combines adviser programs with active sales of other financial products — including insurance through an affiliated agency — and its role in LPL’s collateralized lending program (including the Secured Credit Account) where LPL may act as lender. The firm relies on co‑investment and referral relationships with TAMP sponsors and affiliated trust custodians rather than offering a standalone formal selection‑of‑other‑advisers service, and it discloses actual performance and third‑party ratings while not presenting hypothetical performance in its materials.

Based on LPL Enterprise

Expertise

General retirement planning Tax-loss harvesting

Based on LPL Enterprise

Occupation focus

Self-Employed Founder/Business Owner

Based on LPL Enterprise

Location

3415 Greystone Drive, Suite 105

Austin TX 78731

Advisors at this office

5

Advisors at this office

user avatar

Dilnawaz G

Series 63, Series 65

Austin, TX

LPL Enterprise

Dilnawaz Gazdar is a financial advisor with LPL Enterprise in Austin, TX, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Valic Investment Services Company, and The Variable Annuity Marketing Company. He also acts in a fiduciary capacity for the Estate of Bomi and Roshan Gazdar. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with insurance sales and lending solutions.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar

Kelli K

Series 66

Austin, TX

LPL Enterprise

Kelli Kurachi is a financial advisor with LPL Enterprise, holding a Series 66 designation and approximately one year of industry experience. Prior to joining LPL Enterprise, she worked at PRUCO Securities, LLC and spent over 18 years in healthcare roles at Allergy Partners of Texas and Central Texas Allergy & Asthma Center. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, model wealth portfolios, and access to various brokerage and insurance products through its integrated advisory and brokerage platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar

Timothy B

CFP®, Series 63, Series 65

Austin, TX

LPL Enterprise

Timothy Bosworth is a CFP®-credentialed financial advisor with 11 years of industry experience, currently affiliated with LPL Enterprise. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Bankers Life Securities, and ProEquities. He is based in Austin, TX. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, model portfolio programs, and brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar

Kristen N

Series 66

Austin, TX

LPL Enterprise

Kristen Nielsen is a financial advisor with LPL Enterprise in Austin, TX, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, Securities America, and Tallus Capital Advisors. In addition to her advisory work, she is involved in a non-variable insurance business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through advisory and brokerage services. The firm offers financial planning, access to model portfolios and third-party asset management programs, and a range of brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar

Jessica W

Series 63, Series 65

Austin, TX

LPL Enterprise

Jessica Walgenbach is a financial advisor at LPL Enterprise with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America, Pruco Securities, LLC, and New York Life Insurance Company. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management programs within an integrated platform that also includes insurance products and a collateralized lending program.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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