Edina, MN 7701 France Ave S Office

Team
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LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,923

Across 10,511 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

7701 France Ave S, Ste 400

Edina MN 55435

Advisors at this office

12

Advisors at this office

user avatar

Luke H

Series 66

Edina, MN

LPL Financial

Luke Haddorff is a financial advisor with LPL Financial based in Edina, MN, holding a Series 66 credential and two years of industry experience. His prior work includes roles at the USTA National Tennis Center, Nike Tennis Camps, and Gustavus Adolphus College. 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 third-party asset management, supported by a large network of investment adviser representatives.

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

Series 63, Series 65

Edina, MN

LPL Financial

Ryan Haddorff is a financial advisor with LPL Financial in Edina, MN, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at LPL Financial since 2018, previously operating The Haddorff Team, and has been involved with the Haddorff Family Foundation for two decades. Outside of his advisory role, Haddorff has coached tennis at Burnsville High School. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

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

Series 63, Series 65

Edina, MN

LPL Financial

Robert Haddorff is a financial advisor with LPL Financial in Edina, MN, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior roles include leadership at The Haddorff Team and extensive experience with Waddell & Reed, INC. He serves as president of the Haddorff Family Foundation, a nonprofit organization. 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 institutions. The firm offers a range of financial planning and investment management solutions supported by research, technology tools, and a broad platform of advisory and non-advisory services.

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

CFP®, Series 63, Series 65

Edina, MN

LPL Financial

Angela Granquist is a CFP®-certified financial advisor with 17 years of industry experience, currently practicing at LPL Financial since 2021. Her prior experience includes roles at Collaborative Financial Group LLC and Waddell and Reed, Inc. She has also operated Angela Granquist LLC, a business entity 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 other institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering diverse investment strategies 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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Cari B

Series 63, Series 65

Edina, MN

LPL Financial

Cari Bakken is a financial advisor with LPL Financial in Edina, MN, holding Series 63 and Series 65 designations and 21 years of industry experience. Her prior work includes roles at Ryan Haddorff, The Haddorff Team, and Waddell & Reed, INC., among others. She also managed a business entity under The Haddorff Team related to her LPL activities. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and extensive non-advisory financial services.

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

CFP®, Series 63, Series 65

Edina, MN

LPL Financial

Kristi Adams is a CFP® professional with 20 years of experience in financial advising, currently with LPL Financial since 2021. Her prior roles include positions at Blue Heron Professional Group and Waddell & Reed, Inc. She is based in Edina, MN. 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 with access to model portfolios, 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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Mikel D

Series 66

Edina, MN

LPL Financial

Mikel Dumonceaux is a financial advisor with LPL Financial in Edina, MN, holding a Series 66 designation and 11 years of industry experience. His prior roles include work with Blue Heron Professional Group, various insurance carriers, Lori Tauring, and Waddell & Reed Inc. He is also a commissioned notary public. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a large network of advisors.

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

Series 66

Edina, MN

LPL Financial

Jessica Sharr is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. Her background includes roles at various insurance carriers and firms such as Waddell & Reed Inc and Cynthia Castillo, as well as nearly two decades at MACY'S. 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 and model portfolio programs, with support from extensive research 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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Lori G

Series 63, Series 65

Edina, MN

LPL Financial

Lori Gile is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked with The Haddorff Team, Robert Haddorff, Ryan Haddorff, various insurance carriers, and Waddell & Reed, Inc. Her activities have included work related to non-variable insurance and maintaining a DBA for her LPL business. 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, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

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

CFP®, Series 63, Series 65

Edina, MN

LPL Financial

Lance Minnichsoffer is a CFP® professional with 15 years of industry experience, currently serving as an advisor at LPL Financial since 2021. His prior experience includes roles at Blue Heron Professional Group LLC, Tyr Financial Group LLC, Lori Tauring, various insurance carriers, and Waddell & Reed Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with diverse investment options and operational tools, managing over $819 billion in discretionary assets through a broad network of more than 22,800 advisors.

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

Daniel B

Series 66

Edina, MN

LPL Financial

Daniel Berg is a financial advisor with LPL Financial in Edina, MN, holding a Series 66 license and seven years of industry experience. His prior roles include positions at various insurance carriers, Angela Granquist, Waddell & Reed Inc, and Collaborative Financial Group, LLC. Outside of his advisory work, he has a business entity related to 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 other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

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

Robert C

Series 63, Series 65

Edina, MN

LPL Financial

Robert Crowley is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at The Leaders Group Inc and Diversified Brokerage Services Inc. Crowley is involved with The Haddorff Team, Inc., an entity related to his LPL business 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, 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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