East Grand Forks, MN 4th St NW 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
404 4th St NW
East Grand Forks MN 56721
Advisors at this office
3
Advisors at this office
Coltyn S
Series 66
East Grand Forks, MN
LPL Financial
Coltyn Sanderson is an advisor at LPL Financial with a Series 66 credential and less than one year of industry experience. Prior to joining LPL, he has been involved with East Grand Forks High School and owns a hockey-related business called On The River Hockey. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Anthony P
ChFC®, Series 63
East Grand Forks, MN
LPL Financial
Anthony Palmiscno is a ChFC® credentialed financial advisor with 34 years of industry experience. He has worked at LPL Financial since 2019 and previously spent 10 years at SagePoint Financial. He is based in East Grand Forks, MN, and is involved with Palmiscno Financial, a business related to non-variable insurance and advisory services. 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 portfolio programs, and institutional platforms, utilizing a variety of investment strategies supported by advanced research and operational tools.
Tyler P
Series 63, Series 65
East Grand Forks, MN
LPL Financial
Tyler Palmiscno is a financial advisor with LPL Financial in East Grand Forks, MN, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 10 years before joining LPL Financial in 2019. Outside of his advisory role, Palmiscno has been involved as the head boys hockey coach at EGF Senior High School. 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 financial planning and investment solutions, including access to model portfolios, third-party asset managers, and institutional platforms.
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