Boise, ID W Front St Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,761

Across 10,462 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

LPL Financial is an SEC‑registered investment adviser and broker‑dealer that serves individuals (including high‑net‑worth and non‑HNW clients), retirement plans and plan participants, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives (IARs). The firm offers financial planning, a variety of advisory programs (wrap, model and TAMP offerings), retirement plan consulting, 529 account management, and brokerage services, with program descriptions and client agreements provided through the IARs.

The firm provides both discretionary and non‑discretionary management across its programs and makes available model portfolios and research from LPL Research, third‑party subadvisors, and TAMP sponsors; LPL Research describes strategic (three‑ to five‑year) and tactical model approaches and supports diversified and alternative strategies. LPL also offers overlay portfolio management, direct indexing options, the Bank Wealth Program for institutional clients, and participant advice programs (IPA/OPA), and discloses use of technologies such as machine learning along with broad risk disclosures for many security types.

Compared with many peers, LPL’s brochure documents a substantial scope of non‑advisory product activity—an affiliated insurance agency (LPLIA) and continued insurance product sales by IARs, a collateralized lending program including LPL’s Secured Credit Account, and a credit‑card offering through a partner bank—alongside its advisory businesses. The brochure also discloses that LPL advertises performance results but does not present hypothetical performance, and it includes a summary of recent regulatory enforcement matters and remedial undertakings.

Based on LPL Financial

Expertise

College savings (529s, UTMA, etc.)

Based on LPL Financial

Location

401 W Front St Ste 400

Boise ID 83702

Advisors at this office

7

Advisors at this office

user avatar

Logan M

Series 66

Boise, ID

LPL Financial

Logan Miller is a financial advisor with LPL Financial in Boise, ID. He holds a Series 66 designation and has been with LPL Financial since 2026. Prior to joining the firm, he was a student for ten years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios, research, and various technology-driven strategies.

College savings (529s, UTMA, etc.)
user avatar

Lisa D

Series 66

Boise, ID

LPL Financial

Lisa Derig is a financial advisor with LPL Financial in Boise, ID, holding a Series 66 designation and 25 years of industry experience. She previously worked at Wells Fargo Advisors for 10 years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs alongside brokerage services, utilizing model portfolios, third-party research, and various management options.

College savings (529s, UTMA, etc.)
user avatar

Bart L

Series 65, Series 66

Boise, ID

LPL Financial

Bart Leach is a financial advisor with LPL Financial, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. He previously worked for Wells Fargo Advisors for 10 years before joining LPL Financial in 2024. Leach is the sole owner of HAT, LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, various advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
user avatar

Robert H

Series 63, Series 65

Boise, ID

LPL Financial

Robert Hayes Jr. is a financial advisor with LPL Financial in Boise, ID, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. Prior to joining LPL Financial in 2024, he worked for Wells Fargo Advisors for 10 years. He is the sole owner of Gull Reef LLC, a business entity used for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies across discretionary and non-discretionary management strategies.

College savings (529s, UTMA, etc.)
user avatar

Jacob A

Series 63, Series 66

Boise, ID

LPL Financial

Jacob Avenius is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial and Mountain America Credit Union in multiple roles since 2017, as well as Edward Jones from 2019 to 2022. His background also includes work at Rexburg Rehabilitation and BYU-Idaho. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and multiple portfolio options.

College savings (529s, UTMA, etc.)
user avatar

Paul N

Series 63, Series 66

Boise, ID

LPL Financial

Paul Norman is a financial advisor with LPL Financial in Boise, ID, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He previously worked at Wells Fargo Advisors for 10 years before joining LPL Financial in 2024. Outside of his advisory role, he is the sole owner of The Beach LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven solutions.

College savings (529s, UTMA, etc.)
user avatar

Michael B

CFA®, Series 63, Series 65

Boise, ID

LPL Financial

Michael Billings is a CFA® charterholder and holds Series 63 and 65 licenses, currently advising at LPL Financial with 22 years of industry experience. He previously worked for Wells Fargo Advisors for 10 years before joining LPL Financial. Billings is the sole owner of Grant Street LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
Warmer team member

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.

Find your advisor

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")