Findlay, OH W Main Cross St 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
300 W Main Cross St
Findlay OH 45840
Advisors at this office
3
Advisors at this office
Sharon Z
Series 66
Findlay, OH
LPL Financial
Sharon Zimmerly is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. She worked at The Huntington Investment Company and Huntington National Bank for a combined 12 years before joining LPL Financial in 2021. Zimmerly is also a Notary Public in the State of Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.
Jack M
Series 66
Findlay, OH
LPL Financial
Jack Metz is an advisor with LPL Financial holding a Series 66 designation. He joined the firm in 2025 and is based in Findlay, OH. Prior to his current role, his work experience includes positions at One Power Company, The Ohio State University, and other local organizations. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms supported by extensive research and operational tools.
Brent J
Series 63, Series 66
Findlay, OH
LPL Financial
Brent Jackson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 2007 and previously worked at PRUCO Securities, LLC from 2001 to 2007. Outside of his advisory role, he is involved with Crump Insurance Brokerage in life, disability, and long-term care insurance and serves as a notary public. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.
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