Denver, CO Santa Fe Dr 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
810 Santa Fe Dr
Denver CO 80204
Advisors at this office
3
Advisors at this office
Glen M
Series 63, Series 65
Denver, CO
LPL Financial
Glen Maccallum is a financial advisor with LPL Financial in Denver, CO, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with LPL Financial since 2021 and has a background that includes roles with Waddell & Reed, Inc. and various insurance carriers dating back to 2000. Outside of his advisory work, Maccallum is involved in business activities with Mac Associates, LLC and Mac Family Farms 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 supported by model portfolios, third-party asset managers, and institutional platforms.
Erik J
CFP®, Series 66
Denver, CO
LPL Financial
Erik Jackson is a financial advisor with LPL Financial in Denver, CO, holding CFP® and Series 66 credentials and 14 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell & Reed, Inc for nine years. Outside of his advisory role, he is involved with Voyager Home Health Care, providing home health care services. 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, third-party asset management, and institutional platforms.
Matthew S
Series 63, Series 65
Denver, CO
LPL Financial
Matthew Steinke is a financial advisor with LPL Financial in Denver, CO, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior roles include positions at Waddell & Reed, Inc, and he manages several business entities primarily 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 provides a range of advisory and brokerage services including financial planning, model portfolio programs, and third-party asset management through a large network of investment adviser representatives.
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