Grand Forks, ND 1616 S Washington 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
1616 S Washington St
Grand Forks ND 58201
Advisors at this office
3
Advisors at this office
Brandon W
Series 66
Grand Forks, ND
LPL Financial
Brandon Wong is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. He has worked with LPL Financial since 2017 and previously was with Investment Centers of America from 2015 to 2017. Wong is also associated with Frandsen Bank & Trust, where he has been since 2013. 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, utilizing both proprietary and third-party strategies supported by advanced operational tools.
Anthony S
Series 66
Grand Forks, ND
LPL Financial
Anthony Siewert is a financial advisor with LPL Financial in Grand Forks, ND, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Frandsen Bank and Trust and the University of North Dakota. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering financial planning and investment management through a broad advisor network.
Lon G
Series 63, Series 65
Grand Forks, ND
LPL Financial
Lon Gulberg is a financial advisor with LPL Financial in Grand Forks, ND, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior work includes roles at Investment Centers of America, Invest Financial Corporation, and UBS Financial Services. Outside of his advisory role, he is also licensed as a non-variable insurance agent selling life, health, and VA insurance. 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, supported by extensive resources and technology.
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