Deerfield, IL Lake Cood Rd 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
1650 Lake Cood Rd Ste 200
Deerfield IL 60015
Advisors at this office
4
Advisors at this office
Sean B
Series 63, Series 65
Deerfield, IL
LPL Financial
Sean Bjork is a financial advisor with LPL Financial in Deerfield, Illinois, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at LPL Financial since 2009 and is also affiliated with Global Retirement Partners, LLC. Outside of his advisory work, he serves as a volunteer firefighter and EMT with the Lake Bluff Fire Department and coaches alpine ski racing. 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, supported by a large network of investment adviser representatives.
James O
Series 63, Series 65
Deerfield, IL
LPL Financial
James Oshaughnessy is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and more than 34 years of industry experience. He has worked at several firms, including Global Retirement Partners, HUB International, Sheridan Road Advisors, and Equitable Advisors. 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 financial planning and investment solutions, including model portfolio programs and institutional platforms, supported by a large network of advisors and advanced operational tools.
Stace H
Series 63, Series 65
Deerfield, IL
LPL Financial
Stace Hilbrant is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes roles at HUB International Investment Services, Global Retirement Partners, and Independent Financial Partners, among others. 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 provides financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.
Russell W
Series 63, Series 65
Deerfield, IL
LPL Financial
Russell Warye is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. His career includes roles at HUB International Investment Services, Global Retirement Partners LLC, and Highpoint Advisor Group, LLC. 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, third-party asset management, and institutional platforms.
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