Eagle, ID East Winding Creek Drive Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,817

Across 10,462 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

1193 East Winding Creek Drive, Suite 101

Eagle ID 83616

Advisors at this office

5

Advisors at this office

user avatar

Lindsey B

Series 66

Eagle, ID

LPL Financial

Lindsey Breckenridge is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. Her prior experience includes roles at Waddell & Reed, Inc., Edmund Allen, and various insurance carriers. Outside of advisory work, she has been involved with Breckenridge Land & Cattle Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, and institutions. The firm offers a range of advisory and brokerage services with a diverse investment platform supported by various research and technology tools.

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

Jackson D

Series 66

Eagle, ID

LPL Financial

Jackson Degner is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He has also been associated with RCH Wealth Management and has a background as a student at Boise State and Bryant University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary account management.

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

Dillon B

Series 66

Eagle, ID

LPL Financial

Dillon Blankenship is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for seven years and has held roles at several other firms, including Cascadia Wealth Management. Outside of his advisory work, he has experience with Sheep Mountain Outfitters and Dan Blankenship Construction. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a variety of strategic investment approaches supported by advanced operational tools.

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

Ryan H

Series 66

Eagle, ID

LPL Financial

Ryan Higgins is a financial advisor with LPL Financial based in Eagle, Idaho. He holds the Series 66 designation and has 17 years of industry experience, including seven years with Edward Jones prior to joining LPL in 2016. Higgins dedicates his full professional time to managing wealth under the RCH Wealth Management name. 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 other institutions. The firm offers a range of financial planning and portfolio management solutions through a large network of advisors and combines advisory services with extensive non-advisory financial products and partnerships.

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

Matthew S

ChFC®, Series 63, Series 65

Eagle, ID

LPL Financial

Matthew Shannahan is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including prior roles at Nations Financial Group, American Independent Securities Group, and First Heartland Consultants. 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 other institutions. The firm offers a range of 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
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