Chatham, IL North Main Plaza 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
450 North Main Plaza
Chatham IL 62629
Advisors at this office
3
Advisors at this office
Daniel E
Series 63, Series 66
Chatham, IL
LPL Financial
Daniel Eichinger is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has 27 years of industry experience, including prior roles at Kestra Advisory Services, Kestra Investment Services, WFG Investments, and Edward Jones. Outside of his advisory work, he manages real estate properties involving acquisition, repair, and leasing. 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 broad range of financial planning and investment management solutions through a large network of investment adviser representatives.
David C
Series 63, Series 65
Chatham, IL
LPL Financial
David Coonrod is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kestra Advisory and Cetera Wealth Services earlier in his career. Outside of his advisory role, he is president of a tax and accounting firm and serves as a trustee for Chatham Baptist Church. He is also a musician. 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, model portfolios, and third-party asset management, supported by advisor-facing technology and managing over $819 billion in discretionary assets.
Max A
Series 63, Series 66
Chatham, IL
LPL Financial
Max Aten is a financial advisor with LPL Financial in Chatham, Illinois, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Kestra Advisory Services LLC and Kestra Investment Services LLC for nine years, WFG Investments Inc. for eight years, and Valic Financial Advisors for seven years. He is also the owner of MKA Capital, an administrative pass-through entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset managers, supported by a large network of investment adviser representatives.
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