Colorado Springs, CO Chuckwagon Rd 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
2153 Chuckwagon Rd, Suite 202
Colorado Springs CO 80919
Advisors at this office
3
Advisors at this office
Michael D
CFP®, Series 63, Series 66
Colorado Springs, CO
LPL Financial
Michael Didion is a financial advisor with LPL Financial in Colorado Springs, CO, holding the CFP® designation and Series 63 and 66 licenses. He has 14 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Didion is also owner of Didion Tax Services LLC, a tax preparation and accounting business. LPL Financial serves a broad client base including individuals, retirement plans, and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
David L
Series 65, Series 63
Colorado Springs, CO
LPL Financial
David Lalonde is a financial advisor with LPL Financial in Colorado Springs, CO, holding Series 65 and Series 63 licenses and totaling 22 years of industry experience. His prior roles include positions at Rocky Mountain College Planning Solutions, Rocky Mountain Wealth Partners, Geneos Wealth Management, and Presidential Brokerage. He is also the owner and president of Lalonde & Associates LLC, a non-investment related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and technology resources.
Nicole G
Series 66
Colorado Springs, CO
LPL Financial
Nicole Gillin is a financial advisor with LPL Financial in Colorado Springs, CO. She holds the Series 66 designation and has one year of industry experience. Prior to joining LPL Financial in 2023, she worked at Rocky Mountain Wealth Partners / Geneos and has experience in education and health services sectors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and third-party research.
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