Reno, NV Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
9190 Double Diamond Pkwy, Suite 104
Reno NV 89521
Advisors at this office
3
Advisors at this office
Marshal B
Series 66
Reno, NV
LPL Enterprise
Marshal Barnes is a financial advisor with LPL Enterprise holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Wells Fargo Advisors, Bank of America, Merrill, Edward Jones, and AT&T. LPL Enterprise, LLC offers investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, and institutional entities. The firm’s approach emphasizes model-driven investment implementation and provides access to third-party asset managers, financial planning, and insurance products through affiliated entities.
Tyler B
Series 66
Reno, NV
LPL Enterprise
Tyler Barry is a Series 66-licensed advisor with LPL Enterprise in Reno, NV. He joined LPL Enterprise in 2026 and has previous experience that includes roles at Performance Windows, ATP Flight School, and Boomtown Casino Hotel. Tyler attended the University of Nevada Reno from 2019 to 2023. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm utilizes model-driven investment implementation and provides access to third-party asset managers, financial planning, and affiliated insurance and trust services.
Roman S
CFP®, Series 66
Reno, NV
LPL Enterprise
Roman Satroplus is a CFP® professional with four years of industry experience, currently serving at LPL Enterprise LLC. His prior experience includes roles at Bank of America, Merrill, Levin Group, and the University of Nevada Reno. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, alongside offering financial planning and access to third-party asset managers.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")