Grand Rapids, MI Orchard Vista Drive 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

3033 Orchard Vista Drive, Suite 102

Grand Rapids MI 49546

Advisors at this office

9

Advisors at this office

user avatar

Tyler C

Series 66

Grand Rapids, MI

LPL Enterprise

Tyler Condon is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has experience working at LPL Enterprise since 2026 and has held prior roles at Butcher's Union, Michigan State University, and Celebration Cinema. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by internal and third-party strategists, and offers access to various financial planning and consulting services.

Tax-loss harvesting
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Steven W

Series 63, Series 65

Grand Rapids, MI

LPL Enterprise

Steven Wallock 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 2007 and joined LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a large network of investment adviser representatives. Its investment approach is typically model-driven, offering access to third-party asset managers and financial planning services without performance-based fees.

Tax-loss harvesting
user avatar

Joshua R

Series 66

Grand Rapids, MI

LPL Enterprise

Joshua Rule is a financial advisor with LPL Enterprise holding a Series 66 designation. He has been with LPL Enterprise since 2026 and has prior experience at Jackson National Life Insurance Company and Delta Dental Insurance. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

Tax-loss harvesting
user avatar

Robert W

Series 66

Grand Rapids, MI

LPL Enterprise

Robert Wrona is a financial advisor at LPL Enterprise with eight years of industry experience. He holds the Series 66 designation and has worked with firms including United Planners Financial Services and Regal Investment Advisors. Outside of his advisory roles, he has been involved with Calvary Baptist Church. LPL Enterprise, LLC serves a diverse client base comprising individual and high-net-worth investors, retirement plans, banks, and other entities. The firm utilizes model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Tax-loss harvesting
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Stacie S

Series 63, Series 65

Grand Rapids, MI

LPL Enterprise

Stacie Schenden is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and two years of industry experience. Prior to joining LPL Enterprise, she was associated with PLP Advisors, LLC and Retirement Lifestyle Advocates. Outside of her advisory role, Schenden is involved with PLP Services, LLC, where she works as an insurance agent focusing on wholesale fixed life and annuity products. 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, offering financial planning, access to third-party asset managers, and participation in wrap programs, while also facilitating insurance product sales through affiliated entities.

Tax-loss harvesting
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Austin L

Series 63, Series 66

Grand Rapids, MI

LPL Enterprise

Austin Lovett is a financial advisor with LPL Enterprise in Grand Rapids, MI, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, J.P. Morgan Securities LLC, and Equitable Advisors. Outside of his advisory work, he has worked as a delivery driver for DoorDash. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated services.

Tax-loss harvesting
user avatar

Aiden M

Series 66

Grand Rapids, MI

LPL Enterprise

Aiden Mcdonald is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his career in 2026. Prior to joining LPL Enterprise, he worked in various roles including positions at Grand Valley State University and Grand Blanc Township. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers and financial planning services.

Tax-loss harvesting
user avatar

Christopher B

Series 66

Grand Rapids, MI

LPL Enterprise

Christopher Buckner is a financial advisor at LPL Enterprise with a Series 66 designation and four years of industry experience. His prior work includes seven years at Jackson National Life Insurance Company and several roles in educational institutions such as Lansing Community College and Michigan State University. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of representatives. The firm’s investment approach is typically model-driven, utilizing portfolios developed by its research department and third-party strategists, and also offers non-securities products and affiliated insurance services.

Tax-loss harvesting
user avatar

Mark G

Series 66

Grand Rapids, MI

LPL Enterprise

Mark Grooters is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has 14 years of experience in the financial industry, including prior roles at Regulus, LLC, Regal Financial Group, Securities America Advisors, Securities America Inc, and Edward Jones. He serves as Treasurer, Secretary, and Board Member for Grace Life Bible Church in Grand Rapids, MI. 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 utilizes model-driven portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and participates in wrap programs.

Tax-loss harvesting
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