Deerfield, IL 570 Lake Cook Rd Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,923

Across 11,246 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

570 Lake Cook Rd, Ste 300

Deerfield IL 60015

Advisors at this office

5

Advisors at this office

user avatar

Joshua N

Series 66

Deerfield, IL

LPL Financial

Joshua Noparstak is a financial advisor with LPL Financial in Deerfield, IL, holding a Series 66 designation and 11 years of industry experience. He previously worked at Equitrust Financial Group and Securities America Inc. Noparstak also operates Northstar Legacy Planning, a business affiliated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by extensive operational and research tools.

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

Gail C

Series 66

Deerfield, IL

LPL Financial

Gail Crowley is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She previously worked at Equitrust Financial Group, Ltd and Securities America, Inc. Crowley is also involved in a non-variable insurance business related to investment activities. 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 and access to model portfolios and third-party asset management.

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

Charles N

CFP®, Series 63

Deerfield, IL

LPL Financial

Charles Noparstak is a CFP® professional affiliated with LPL Financial, based in Deerfield, IL, with 41 years of industry experience. He previously worked at Securities America, Inc. and Equitrust Financial Group, Ltd. for 29 years. Outside of his advisory role, he holds ownership in a business entity unrelated to investments and serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning, advisory, and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a broad platform that includes model portfolios, third-party asset management, and institutional solutions, combining technological tools with a diverse range of financial products.

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

Steven H

Series 63

Deerfield, IL

LPL Financial

Steven Hyman is a financial advisor at LPL Financial with 41 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2020, following nearly three decades at Equitrust Financial Group and Securities America. In addition to his advisory role, he operates Steven L. Hyman & Associates, Ltd., providing tax preparation and accounting services, and is commissioned as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, combining a broad range of advisory services with extensive non-advisory financial products.

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

Lisa Y

CFP®, Series 63

Deerfield, IL

LPL Financial

Lisa Yoest is a CFP® professional with 37 years of industry experience, currently affiliated with LPL Financial. She has previously operated her own advisory firm, Lisa A Yoest CFP LLC, and has held roles at Baker & Yoest Investment Advisers Inc and Cetera Financial Specialists LLC. She serves on the board of a nonprofit organization, HPHS Class of 1983 NFP. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with various investment strategies and technology tools.

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