Camp Hill, PA South 18th Street Office

Team
Updated today
LPL Enterprise logo

LPL Enterprise

Institution

Firm-wide stats for LPL Enterprise

Total advisors

3,113

Across 865 offices

Clients per advisor

33 Very Low

Avg AUM per client

$239,757 Very Low

HNW client ratio

22% Typical

About

LPL Enterprise, LLC provides investment advisory and brokerage services to a broad client base that includes individual and high‑net‑worth investors, employer-sponsored retirement plans, banks, corporate and charitable entities through a network of investment adviser representatives (IARs). Services described in the brochure include financial planning and consulting, access to third‑party asset managers and TAMPs, and participation in the Model Wealth Portfolios wrap program; LPLE also operates as a broker‑dealer and facilitates insurance product sales through affiliated entities.

Investment implementation is typically model‑driven: LPLE and its IARs use model portfolios developed by LPL’s Research Department, third‑party Portfolio Strategists, or TAMP sponsors, with discretionary authority granted for MWP and, as specified, to TAMP sponsors or subadvisors. Financial planning engagements are generally point‑in‑time and non‑discretionary, and the firm does not accept performance‑based fees.

Noteworthy differences from many peers include LPLE’s prominent role in non‑securities products and services disclosed in the brochure — affiliated trust custody and trustee services (PTC and FTC), an affiliated insurance agency that receives commissions, and participation in a collateralized lending program (LPL’s Secured Credit Account) in which LPL may act as lender. The brochure also makes clear that LPLE primarily provides access to and referrals for third‑party managers rather than operating a formal “selection of other advisers” program, and its disclosures do not include hypothetical performance presentations.

Based on LPL Enterprise

Expertise

Tax-loss harvesting

Based on LPL Enterprise

Location

429 South 18th Street, Suite A

Camp Hill PA 17011

Advisors at this office

6

Advisors at this office

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Brendan H

Series 66

Camp Hill, PA

LPL Enterprise

Brendan Hertzog is a financial advisor with LPL Enterprise and holds the Series 66 designation. He began his advisory career in 2025 and has prior experience in various roles outside the financial industry, including positions at Aldi and Lowe’s. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers additional services such as financial planning and insurance product facilitation through affiliated entities.

Tax-loss harvesting
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Philip W

Series 66

Camp Hill, PA

LPL Enterprise

Philip Walby is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. His background includes roles at Pruco Securities LLC and various positions outside finance, such as work with multiple professional baseball organizations and involvement in educational and training institutions. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and corporate entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Tax-loss harvesting
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Andrew B

Series 66

Camp Hill, PA

LPL Enterprise

Andrew Brosten is a financial advisor with LPL Enterprise, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities LLC. Brosten is also involved in non-variable insurance activities through Prudential. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm primarily employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Tax-loss harvesting
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Randall K

Series 63, Series 65

Camp Hill, PA

LPL Enterprise

Randall Kaufmann is a financial advisor at LPL Enterprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pruco Securities, LLC for 28 years. He serves as a board member of the Eastern Museum of Motor Racing, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm uses a model-driven investment approach and offers access to third-party asset managers and wrap programs.

Tax-loss harvesting
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Adam S

Series 66

Camp Hill, PA

LPL Enterprise

Adam Schopp is a financial advisor with LPL Enterprise holding a Series 66 designation and six years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC, and previously had roles outside finance including at White Rose Bar and Grill. Schopp is involved in financial planning with the Kaufmann Financial Group and provides non-variable insurance products through the Eugene Cohen Agency for real estate professionals. LPL Enterprise serves a broad client base including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm primarily employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and participation in a wrap program.

Tax-loss harvesting
user avatar

Gregory K

Series 63, Series 65

Camp Hill, PA

LPL Enterprise

Gregory Kane is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Prudential Insurance Company of America since 2008 and joined LPL Enterprise in 2024. Kane is involved with Kaufmann Financial Group, a financial planning business based in Camp Hill, PA. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, alongside affiliated trust and insurance services.

Tax-loss harvesting
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