Eden Prairie, MN 11095 Viking Drive 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
11095 Viking Drive, Ste 205
Eden Prairie MN 55344
Advisors at this office
4
Advisors at this office
Lori G
Series 63, Series 65
Eden Prairie, MN
LPL Financial
Lori Grams is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 30 years of industry experience. Her career includes positions at National Planning Corporation and Integrated Inc, where she has maintained involvement for more than three decades. In addition to her advisory work, she is a licensed notary. 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 broad range of advisory and brokerage services, utilizing various investment strategies and operational tools, and supports a large network of advisors managing over $819 billion in discretionary assets.
John B
Series 66
Eden Prairie, MN
LPL Financial
John Bird is a financial advisor with LPL Financial based in Eden Prairie, MN. He holds a Series 66 credential and has four years of industry experience. His prior roles include positions at Integrated, Inc. Wealth Advisors, CliftonLarsonAllen Wealth Advisors, Nuveen Asset Management, and Pentair plc. 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, supported by a network of over 22,800 advisors.
Thomas B
CFP®, Series 66
Eden Prairie, MN
LPL Financial
Thomas Berg is a financial advisor with LPL Financial, holding CFP® and Series 66 designations and bringing 23 years of industry experience. He has worked at LPL Financial since 2017 and previously spent time at National Planning Corporation and Integrated Inc., where he is currently president. Outside of his advisory role, he serves as an Executive Vice President involved in fixed insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various investment programs, supported by tools such as machine learning for operational and research purposes.
Brian M
Series 63, Series 65
Eden Prairie, MN
LPL Financial
Brian Mikkelson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior experience includes roles at National Planning Corporation and long-term ownership of B.L. Mikkelson & Associates and B.L. Mikkelsen. He has also been involved as a life insurance agent since 1981. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. It offers a range of financial planning and investment management services through a large network of advisors, employing diverse strategies and technology tools.
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