Champaign, IL Village Green Pl Office

Team
Updated today
LPL Enterprise logo

LPL Enterprise

Institution

Firm-wide stats for LPL Enterprise

Total advisors

3,113

Across 866 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

2305 Village Green Pl, Suite A

Champaign IL 61822

Advisors at this office

21

Advisors at this office

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Phillip L

Series 63, Series 66

Champaign, IL

LPL Enterprise

Phillip Lippi is a financial advisor at LPL Enterprise with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advisory work, he operates LLCs involved in managing timberland and a retail strip mall in Pekin, Illinois. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Tax-loss harvesting
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Shanon P

Series 63, Series 65

Champaign, IL

LPL Enterprise

Shanon Patterson is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Patterson has received ongoing non-variable insurance commission trails related to medical supplement sales for a small group of clients. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through its affiliated entities.

Tax-loss harvesting
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Brandi J

Series 66

Champaign, IL

LPL Enterprise

Brandi Johnson is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at State Farm Investment Management Corp, PNC Investments LLC, and PNC Bank. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, while also offering financial planning, third-party asset manager access, and affiliated insurance product sales.

Tax-loss harvesting
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Andrew E

Series 63, Series 66

Champaign, IL

LPL Enterprise

Andrew Ehrlich is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Ehrlich serves as a non-profit board member of the Knights of Columbus. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment approaches developed by internal and third-party strategists and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Tax-loss harvesting
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Matthew H

CFP®, Series 66

Champaign, IL

LPL Enterprise

Matthew Hutton is a CFP® and holds a Series 66 license, currently serving as a financial advisor at LPL Enterprise with two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Regions Bank, Zeiders Enterprises, and NBS Financial Services, Inc. LPL Enterprise, LLC provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed internally and by third parties, and it offers services including financial planning, access to third-party asset managers, and participation in wrap programs.

Tax-loss harvesting
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Haley M

Series 66

Champaign, IL

LPL Enterprise

Haley Minogue is a financial advisor with LPL Enterprise holding a Series 66 designation and is based in Champaign, IL. She has been with LPL Enterprise since 2026 and has prior work experience in various service and retail roles. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and a wrap program through a network of investment adviser representatives.

Tax-loss harvesting
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Brandon W

Series 66

Champaign, IL

LPL Enterprise

Brandon Willis is a financial advisor with LPL Enterprise in Champaign, IL. He holds the Series 66 designation and has recent experience working with Southern Illinois University and Blue Fitness Inc. He previously worked at PRGX Global Inc. for nine years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tax-loss harvesting
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Tyler B

Series 63, Series 65

Champaign, IL

LPL Enterprise

Tyler Bubolz is an advisor with LPL Enterprise holding Series 63 and Series 65 credentials and has five years of industry experience. His prior roles include work at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of financial services, he is involved with Blue Diamond Events and has a long-term affiliation with Lindenwood University. LPL Enterprise offers investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and various affiliated financial services.

Tax-loss harvesting
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Richard H

Series 63, Series 65

Champaign, IL

LPL Enterprise

Richard Hartke is a financial advisor with LPL Enterprise in Champaign, Illinois, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining LPL Enterprise, he spent over 25 years with Pruco Securities, LLC and has been associated with Prudential Insurance Company of America since 1999. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm typically uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in Model Wealth Portfolios wrap programs.

Tax-loss harvesting
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Corey D

Series 66

Champaign, IL

LPL Enterprise

Corey Derry is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he held various roles across multiple industries including staffing, medical supply, and consumer services. Outside of advising, he is involved with Kleenrr and Green Releaf in outside employment capacities. LPL Enterprise provides investment advisory and brokerage services to a wide client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm 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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Lee N

Series 63, Series 65

Champaign, IL

LPL Enterprise

Lee Nosbisch is a financial advisor with LPL Enterprise in Champaign, IL, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior roles include positions at Teutopolis State Bank, IPI Wealth Management, and Slagle Financial, LLC. Before entering the financial industry, he worked in education and nonprofit settings. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other institutional clients. The firm utilizes a model-driven investment approach and offers services including financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tax-loss harvesting
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Zachary O

Series 63, Series 65

Champaign, IL

LPL Enterprise

Zachary Owens is a financial advisor at LPL Enterprise with eight years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program, alongside affiliated trust and insurance services.

Tax-loss harvesting
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Ryan W

Series 66

Champaign, IL

LPL Enterprise

Ryan Williams is a financial advisor with LPL Enterprise in Champaign, Illinois, holding a Series 66 designation and one year of industry experience. His prior roles include positions at PRUCO Securities, LLC and employment during his time at the University of Missouri. Williams is involved in a non-variable insurance business based in Springfield, Illinois. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in managed wrap programs.

Tax-loss harvesting
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Douglas O

Series 63, Series 65

Champaign, IL

LPL Enterprise

Douglas Owens is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 37 years of industry experience. Prior to joining LPL Enterprise in 2024, he spent over three decades at Prudential Insurance Company of America and its affiliate Pruco Securities. Outside of his advisory work, Owens is an owner of farm ground in Danville, Illinois. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s model-driven investment approach incorporates portfolios developed by internal and third-party strategists, and it offers financial planning, access to external asset managers, and participation in wrap programs.

Tax-loss harvesting
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Adam S

Series 66

Champaign, IL

LPL Enterprise

Adam Spitalny is a Series 66-licensed financial advisor with LPL Enterprise, LLC, based in Champaign, Illinois. He has one year of industry experience, following a 15-year career in the U.S. Army. Outside of advising, he has involvement in a sports and fitness coaching activity. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers services such as financial planning, consulting, and participation in wrap programs.

Tax-loss harvesting
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