Brainerd, MN S. Sixth Street Office
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LPL Financial
Institution
Firm-wide stats for LPL Financial
About
LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that delivers advisory and brokerage services through a network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies and other institutions. Its offerings include financial planning, wrap and model portfolio programs, third‑party asset management (TAMP) access, participant‑level retirement advice (IPA and OPA), and institutional platforms such as the Bank Wealth Program.
Advice and account management are provided primarily by IARs who may implement LPL Research model portfolios, third‑party subadvisors, or customized strategies on either a discretionary or non‑discretionary basis, with options spanning strategic and tactical allocations, direct indexing and alternative exposures. The brochure notes LPL’s use of machine‑learning and other advisor‑facing tools for operational and research support while stating those systems are not used to make investment decisions for clients.
What distinguishes LPL from many peers is the scale and breadth of its non‑advisory financial activities alongside its advisory platform—an affiliated insurance agency, a firm‑offered Secured Credit Account and credit‑card arrangements, and various recordkeeping and bank partnerships—combined with oversight of over $819 billion in discretionary assets and more than 22,800 advisors. The firm’s brochure also discloses multiple regulatory enforcement matters and indicates it does not advertise hypothetical performance in its materials.
Based on LPL Financial
Expertise
Based on LPL Financial
Location
200 S. Sixth Street
Brainerd MN 56401
Advisors at this office
3
Advisors at this office
Wendy O
Series 63, Series 65
Brainerd, MN
LPL Financial
Wendy Oksness is a financial advisor with LPL Financial in Brainerd, MN, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked at Mid-Minnesota Federal Credit Union and LPL Financial since 2016, as well as Wells Fargo Clearing in 2016. Outside of her advisory role, she is involved with Wholesome Pastures LLC, a home-based business entity maintained for tax and investment purposes. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services supported by research, third-party managers, and various technology tools, overseeing significant discretionary assets through a large network of advisors.
Mark M
Series 63, Series 65
Brainerd, MN
LPL Financial
Mark Meyer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 21 years of industry experience. His prior work includes roles at Cambridge Investment Research, Cyber Insurance Company of America, and Wells Fargo Clearing. He also has a long-standing involvement with Tenx Capital, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by both proprietary and third-party investment strategies.
Mark H
Series 66
Brainerd, MN
LPL Financial
Mark Hoge is a financial advisor with LPL Financial based in Brainerd, MN, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2023, he worked at Cetera and Ascensus. Outside of his advisory work, he is involved in basketball training and coaching through personal and team activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.
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