Fairbury, NE 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
803 5th Street
Fairbury NE 68352
Advisors at this office
4
Advisors at this office
Jenifer B
Series 66
Fairbury, NE
LPL Financial
Jenifer Busing is a Series 66 licensed financial advisor with five years of industry experience, currently with LPL Financial since 2019. Her prior roles include positions at Holliday Planning LLC and Mumm & Associates PC. She is also a commissioned notary in the state of Nebraska. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, utilizing a variety of investment strategies and technology tools across its large network of advisors.
Andrew M
Series 66
Fairbury, NE
LPL Financial
Andrew Miesbach is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Waddell & Reed, Nolan Rathe, Nathan Rink, and Jason Rolf, each in 2020-2021, as well as service at the Lincoln Airport Authority from 2018 to 2020. 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 and access to third-party asset management, with a focus on customized investment strategies and technology-supported research tools.
Clayton C
Series 66
Fairbury, NE
LPL Financial
Clayton Cope is a financial advisor with LPL Financial in Fairbury, NE, holding a Series 66 designation and six years of industry experience. His prior roles include positions at RINK & ROLF INC., Waddell & Reed Inc., and Union Bank & Trust. 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 financial planning and portfolio management services, including access to third-party asset managers and institutional platforms.
Michelle H
CFP®, Series 63, Series 66
Fairbury, NE
LPL Financial
Michelle Holliday is a CFP® with over 33 years of experience in the financial services industry. She currently serves as an advisor at LPL Financial, having joined the firm in 2021. Prior to this, she was involved with Holliday Planning LLC and held roles at Waddell & Reed, Inc. and various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to a wide range of clients, including individuals and institutions. The firm offers a variety of financial planning and investment management solutions, supported by a large network of advisors and advanced operational tools.
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