Gaylord, MI East Main St. 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

213 East Main St.

Gaylord MI 49735

Advisors at this office

8

Advisors at this office

user avatar

Sharyn D

Series 63, Series 65

Gaylord, MI

LPL Financial

Sharyn Dansa is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 11 years of industry experience. Her career includes roles at Raymond James Financial Services, Cetera Investment Advisors, The Huntington Investment Company, and previous tenure at LPL Financial. She is also involved with Maier & Associates Financial Group, a business related to her advisory 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 model portfolio programs, third-party asset management access, and institutional platforms.

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

Brett N

CFP®, Series 66

Gaylord, MI

LPL Financial

Brett Naylor is a CFP® credentialed financial advisor with five years of industry experience. He currently works with LPL Financial and has prior experience at Raymond James Financial Services and Hantz Financial Services. Outside of advisory roles, he has been involved in the hospitality industry with Silver Palace Bar & Grill. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and 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
user avatar

Logan M

CFP®, CFA®, ChFC®, Series 66

Gaylord, MI

LPL Financial

Logan Maier is a financial advisor at LPL Financial with seven years of industry experience. He holds the CFP®, CFA®, ChFC®, and Series 66 designations. Prior to joining LPL Financial in 2024, he worked at Raymond James Financial Services Advisors, Inc. and Covenant Healthcare. Maier is also involved with Maier & Associates Financial Group, Inc. 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 investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

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

Michael W

CFP®, ChFC®, Series 63, Series 66

Gaylord, MI

LPL Financial

Michael Wilcox is a CFP® and ChFC® affiliated with LPL Financial, with 32 years of industry experience. He has worked with firms including Raymond James Financial Services and Securities America, and maintains ongoing involvement in Maier & Associates Financial Group, which he has been part of since 1993. 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 services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a variety of investment strategies and operational tools.

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

Adam W

CFP®, CFA®, ChFC®, Series 63, Series 65

Gaylord, MI

LPL Financial

Adam Wohlscheid is a financial advisor with LPL Financial holding the CFP®, CFA®, and ChFC® designations, and has six years of industry experience. He previously worked at Raymond James Financial Services Advisors and CG Financial. Outside of his advisory role, he is involved with Maier & Associates Financial Group, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, 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
user avatar

Gregory D

CFP®, Series 63, Series 66

Gaylord, MI

LPL Financial

Gregory Dahlberg is a Certified Financial Planner (CFP®) affiliated with LPL Financial, bringing 24 years of industry experience. He has previously worked with firms including Raymond James Financial Services and Securities America. Outside of his advisory work, he is involved with MZN Properties, LLC, an inactive entity. 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 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
user avatar

Wayne M

Series 63, Series 66

Gaylord, MI

LPL Financial

Wayne Maier is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 51 years of industry experience. He previously worked at Raymond James Financial Services and Securities America and has operated Maier and Associates since 2018. He is also involved with the Maier & Associates Charitable Foundation Inc., which he has been associated with since 2004. 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 using both proprietary and third-party strategies, supported by advanced operational and research tools.

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

Joseph M

Series 63, Series 66

Gaylord, MI

LPL Financial

Joseph Maier is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Raymond James Financial Services and Securities America, as well as running Maier and Associates Financial Group since 1999. He serves on the board of the Maier & Associates Charitable Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment platforms and advisory solutions incorporating strategic, tactical, and alternative investment options.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)