Lincoln, NE Office
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LPL Enterprise
Institution
Firm-wide stats for LPL Enterprise
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
Location
7120 Stephanie Lane, #200
Lincoln NE 68516
Advisors at this office
4
Advisors at this office
Ty C
Series 66
Lincoln, NE
LPL Enterprise
Ty Coen is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. He has a background that includes various roles outside finance, such as coaching at Firethorn Golf Club. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, and institutional investors, offering services through advisory and brokerage channels supported by a combination of in-house research, model portfolios, and third-party asset management.
Adam R
Series 66
Lincoln, NE
LPL Enterprise
Adam Roy is a financial advisor with LPL Enterprise holding a Series 66 designation. He has been with LPL Enterprise since 2026 and previously worked at TSL Logistics from 2012 to 2017. Outside of his advisory role, he has been involved with the Beaver Lake Association since 2017. 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 a range of financial products.
William W
Series 66
Lincoln, NE
LPL Enterprise
William Wittler is a financial advisor at LPL Enterprise with 25 years of industry experience and holds a Series 66 designation. His prior roles include positions at Ameritas Advisory Services, InSource Financial Advisors, and Ameritas Life Insurance Corp. Outside of his advisory work, Wittler volunteers as secretary and treasurer for the Talmage Rescue Squad, providing emergency medical services in Talmage, Nebraska. 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, access to model portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via an integrated platform.
Justin T
Series 63, Series 66
Lincoln, NE
LPL Enterprise
Justin Toth is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at Charles Schwab and Manpower Group. Outside of finance, he has worked in various other industries, including hospitality and fitness. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products.
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