Canton, OH 4001 Whipple Ave NW Office
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LPL Financial
Institution
Firm-wide stats for LPL Financial
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
Location
4001 Whipple Ave NW, Unit 102
Canton OH 44718
Advisors at this office
3
Advisors at this office
Rodney Z
CFP®, ChFC®, Series 63, Series 66
Canton, OH
LPL Financial
Rodney Zoyhofski is a financial advisor with LPL Financial in Canton, OH, holding CFP® and ChFC® designations and possessing 38 years of industry experience. He has been with LPL Financial since 2004, following four years at WS Griffith Securities, Inc. He also acts as trustee for his office 401(k) plan and manages investments within an estate planning partnership. 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 advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.
Joseph T
Series 66
Canton, OH
LPL Financial
Joseph Thomas is a financial advisor with LPL Financial in Canton, Ohio. He holds the Series 66 designation and has two years of industry experience. Outside of his advisory role, he also works as a tennis coach. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.
Andrew F
Series 66
Canton, OH
LPL Financial
Andrew Falce is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL, he was involved with Zoyhofski Financial Services and served at the National Inventors Hall of Fame. His background also includes roles in education and the food service industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management supported by research and model portfolios.
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