Mankato, MN Warren St Office
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LPL Enterprise
Institution
Firm-wide stats for LPL Enterprise
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
Location
100 Warren St, Suite 332
Mankato MN 56001
Advisors at this office
2
Advisors at this office
Melvin E
Series 63, Series 65
Mankato, MN
LPL Enterprise
Melvin Evans Jr is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Bankers Life entities. He is the owner of Melvin Evans Insurance LLC, which offers Medicare Advantage and Medicare supplement plans to eligible beneficiaries. LPL Enterprise 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 employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.
Rebekah C
Series 66
Mankato, MN
LPL Enterprise
Rebekah Carpenter is a financial advisor with LPL Enterprise in Mankato, MN, holding a Series 66 designation and one year of industry experience. Her prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities, LLC, Bankers Life, and Coloplast. Outside of advising, she is involved with The Healing Platform, a direct sales and customer service business, and also works with Veritas Insurance Advisors focusing on Medicare Advantage and other medical insurance plans. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm’s approach centers on model-driven investment implementation and offers access to third-party asset managers, financial planning, and a range of insurance and trust services.
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