Coeur D'Alene, ID Northwest Blvd Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,923

Across 10,510 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

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

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Based on LPL Financial

Occupation focus

Retired Founder/Business Owner Executive

Based on LPL Financial

Location

2100 Northwest Blvd, Suite 400

Coeur D'Alene ID 83814

Advisors at this office

9

Advisors at this office

user avatar

Tad J

Series 66

Coeur D'Alene, ID

LPL Financial

Tad Johnson is a Series 66-credentialed financial advisor with LPL Financial, based in Coeur D'Alene, Idaho. He has three years of industry experience and has previously worked at Avantax Investment Services and several CPA firms. Johnson also operates Tad Johnson, CPA, PLLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Anthony O

Series 66

Coeur D'Alene, ID

LPL Financial

Anthony Oss is a financial advisor with LPL Financial, holding a Series 66 license and bringing 10 years of industry experience. His career includes roles at Avantax Advisory Services and 1st Global Capital Corp., alongside a long-term affiliation with Magnuson, McHugh & Co., P.A. in accounting and tax preparation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

William D

CFP®, PFS™, Series 63, Series 66

Coeur D'Alene, ID

LPL Financial

William Dougherty Sr. is a CFP® and PFS™ credentialed financial advisor with 23 years of industry experience. He currently works at LPL Financial, joining in 2024, after spending over 14 years with Cambridge Investment Research Advisors, Inc. In addition to his advisory work, he owns and operates Dougherty & Associates, CPAs, providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers advisory and brokerage services through a broad platform including financial planning, model portfolios, third-party asset management, and institutional programs.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Brian P

Series 66

Coeur D'Alene, ID

LPL Financial

Brian Parasida is a financial advisor with LPL Financial in Coeur D'Alene, ID, holding a Series 66 designation and three years of industry experience. He has previously worked with Avantax Advisory Services, Cambridge Investment Research, and CPA firms including Magnuson, McHugh, Dougherty CPAs, LLC, where he continues to provide tax and accounting services. Outside of advising, Parasida operates a CPA firm for tax purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Devlin F

Series 66

Coeur D'Alene, ID

LPL Financial

Devlin Flamm is a financial advisor with LPL Financial in Coeur D'Alene, ID. He holds the Series 66 designation and has one year of industry experience. Prior to joining LPL Financial in 2025, he worked for over a decade at William P Dougherty, CPA PLLC and has operated his own CPA firm since 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary and third-party investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Laura P

Series 66

Coeur D'Alene, ID

LPL Financial

Laura Parasida is a financial advisor with LPL Financial in Coeur D'Alene, ID, holding a Series 66 designation and one year of industry experience. She has a background in accounting and tax services, having worked at Magnuson McHugh Dougherty CPAs since 2020 and previously at Anastasi Moore & Martin PLLC for seven years. Parasida is also the owner of Laura Parasida CPA LLC, a tax and investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions including model portfolio programs and third-party asset management, supported by technology tools for research and operations.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Kevin M

Series 66

Coeur D'Alene, ID

LPL Financial

Kevin Mcclelland is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has worked at multiple firms, including Avantax Advisory Services and Umpqua Bank. Outside of advisory work, he is involved with Magnuson, McHugh & Co., a CPA firm specializing in tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Michelle H

Series 66

Coeur D'Alene, ID

LPL Financial

Michelle Haneline is a Series 66-credentialed financial advisor with nine years of industry experience. She is currently affiliated with LPL Financial and has previously worked with Avantax Investment Services, Inc. and 1st Global Capital Corp. In addition to her advisory role, she has a longstanding involvement with Magnuson, McHugh & Co., P.A., a CPA firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Marla R

CFP®, Series 66

Coeur D'Alene, ID

LPL Financial

Marla Ringling is a CFP®-certified financial advisor with 26 years of industry experience. She is currently with LPL Financial and previously spent 19 years at Cambridge Investment Research, Inc. In addition to her advisory work, she is involved with Tax Strategies, PLLC, a tax preparation and accounting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of advisors. The firm offers a range of financial planning and portfolio management solutions, incorporating both proprietary and third-party strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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