Fargo, ND 520 Main Ave Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,823

Across 10,503 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

520 Main Ave

Fargo ND 58103

Advisors at this office

5

Advisors at this office

user avatar

Keith B

CFP®, ChFC®, Series 63

Fargo, ND

LPL Financial

Keith Burck is a financial advisor at LPL Financial in Fargo, ND, holding CFP® and ChFC® designations with 39 years of industry experience. His prior career includes long tenures at Alerus Securities Corporation and Infinex Investments, Inc. He is also a business owner outside of his advisory role. 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 portfolio programs, and institutional platforms, supported by extensive technology and a large 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
user avatar

Shehan N

Series 66

Fargo, ND

LPL Financial

Shehan Navarathne is a financial advisor with LPL Financial in Fargo, ND, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial and Bell Bank in 2020, he worked at Archway Marketing Services and North Dakota State University. Outside of finance, he owns Peace Garden Grappling Club, a martial arts business. 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 model portfolios and third-party managers, supported by a large 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
user avatar

Emmett W

Series 66

Fargo, ND

LPL Financial

Emmett Worth is a financial advisor with LPL Financial in Fargo, ND, holding a Series 66 designation and 13 years of industry experience. He has worked at LPL Financial since 2015 and previously at Gate City Bank from 2012 to 2026. Outside of his advisory role, Worth volunteers as a basketball coach for third-grade girls at the local YMCA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a large network of investment adviser representatives. The firm offers a broad range of advisory services, including financial planning, model portfolios, and institutional platforms, supported by operational tools and oversight of substantial discretionary assets.

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

John K

Series 63

Fargo, ND

LPL Financial

John Kuhn is a financial advisor at LPL Financial with 36 years of industry experience. He holds the Series 63 credential and has worked at LPL Financial since 2017. His prior experience includes roles at Cetera and BELL Bank, where he continues to serve as Vice President and Wealth Advisor. Outside of his advisory work, he operates a private business entity, KUHN4 LLC, for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, supported by a large network of advisors and operational tools.

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

Nathaniel B

Series 63, Series 65

Fargo, ND

LPL Financial

Nathaniel Bence is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Bell Bank, Eide Bailly, United Planners, and TD Ameritrade. He serves as a board member for the Lake Ida Township Board in Twin Valley, MN. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting both discretionary and non-discretionary investment strategies.

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