Grand Island, NE Lexington Circle Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,817

Across 10,462 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

410 Lexington Circle

Grand Island NE 68803

Advisors at this office

7

Advisors at this office

user avatar

Renee S

Series 66

Grand Island, NE

LPL Financial

Renee Summers is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 22 years of industry experience. Prior to joining LPL Financial in 2021, she worked with various firms including Jeremy Ringlein and Waddell & Reed, Inc. from 2011 to 2021. She is involved with Flatwater Associates, which offers tax preparation and accounting services. 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 services 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

Brett K

Series 66

Grand Island, NE

LPL Financial

Brett Klein is a financial advisor with LPL Financial, holding a Series 66 designation and over 13 years of industry experience. He has previously been associated with firms including Waddell & Reed Inc. and has engaged in business activities such as tax preparation and accounting through Flatwater Associates. 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 financial planning and investment management solutions delivered by a large network of investment adviser representatives using varied portfolio strategies and technology tools.

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

Michael S

Series 63, Series 65

Grand Island, NE

LPL Financial

Michael Strong is a financial advisor with LPL Financial in Grand Island, Nebraska, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Waddell and Reed, Inc., the Strong Downey Group, Inc., and serving on the Village of Elm Creek board. He is also a nonprofit board member for the Village of Elm Creek. 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 other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors utilizing a variety of portfolios and strategies.

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

Deborah L

Series 66

Grand Island, NE

LPL Financial

Deborah Lovejoy is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Her prior work includes roles at Timberlake Ranch Camp and Nebraska Christian Schools. She is also a commissioned notary in Central City, NE. 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.

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

Jeremy R

Series 66

Grand Island, NE

LPL Financial

Jeremy Ringlein is a financial advisor with LPL Financial in Grand Island, NE, holding a Series 66 designation and 26 years of industry experience. Prior to joining LPL in 2021, he held roles at Flatwater Wealth, Inc., Ringlein Tax Planning and Preparation, and Waddell & Reed, Inc., among others. He is also active as a general notary and a tax preparer. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning and investment management solutions.

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

Jeff H

Series 63, Series 65

Grand Island, NE

LPL Financial

Jeff Halloran is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. Prior to joining LPL Financial in 2021, he worked with Waddell & Reed, Inc. for 15 years and has been involved with various business ventures including Flatwater Wealth, Inc. and JTH Enterprises. He is also a partner at Flatwater Associates, a tax preparation and accounting firm. 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 portfolio programs, and institutional platforms, supported by extensive operational and research resources.

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

Kyle U

Series 66

Grand Island, NE

LPL Financial

Kyle Upp is a financial advisor at LPL Financial with a Series 66 credential and three years of industry experience. His background includes service in the US Air Force and a term in the Nebraska Legislature. He is also involved in tax preparation and accounting through Flatwater Associates. 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 financial planning, model portfolios, and institutional platforms, 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
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