Saint Marys, OH Office

Team
Updated today
LPL Enterprise logo

LPL Enterprise

Institution

Firm-wide stats for LPL Enterprise

Total advisors

3,115

Across 864 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

105 N. Chestnut Street

Saint Marys OH 45885

Advisors at this office

5

Advisors at this office

user avatar

Adam M

Saint Marys, OH

LPL Enterprise

Adam Meyer is a financial advisor with LPL Enterprise, holding 13 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC from 2012 to 2024. Outside of his advisory role, he is the owner of Forever Fit 24/7 LLC, a gym business where he manages memberships and upkeep. 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’s investment approach is model-driven, using portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Tax-loss harvesting
user avatar

Justin E

Saint Marys, OH

LPL Enterprise

Justin Eigenbrod is a financial advisor with LPL Enterprise in Saint Marys, Ohio, holding six years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, Eigenbrod is involved with Platinum Auto Group, an automotive business where he has worked since 2017. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual, high-net-worth investors, and institutional 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
user avatar

Joseph S

Series 66

Saint Marys, OH

LPL Enterprise

Joseph Speck is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and as a power tool repair technician at Lefeld Industrial & Welding Supply. Outside of finance, he has acted as a Herbalife distributor and has experience in day trading stocks. 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 uses a model-driven investment approach, offering financial planning, access to third-party asset managers, and a range of insurance and trust services.

Tax-loss harvesting
user avatar

Justin W

Series 66

Saint Marys, OH

LPL Enterprise

Justin Wissman is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has recently begun his career in the financial industry and has diverse work experience including roles at Clopay Corporation and various educational institutions. Outside of his advisory role, he maintains employment with Clopay Corporation. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and insurance product facilitation through affiliated entities.

Tax-loss harvesting
user avatar

Jordan B

Series 66

Saint Marys, OH

LPL Enterprise

Jordan Brackman is a Series 66 licensed financial advisor with six years of industry experience, currently affiliated with LPL Enterprise. Prior to joining LPL Enterprise in 2024, he held roles at Prudential Insurance Company of America and Pruco Securities, LLC. He serves on the board of the Southwest Auglaize County Chamber of Commerce, where he participates in event planning and board decision-making. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm utilizes model-driven portfolio management and offers access to third-party asset managers, financial planning, and insurance products through its network of investment adviser representatives.

Tax-loss harvesting
View complete list of advisors at this office
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