Grand Rapids, MN SE 13th 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
415 SE 13th St Ste 200
Grand Rapids MN 55744
Advisors at this office
4
Advisors at this office
Samara E
Series 66
Grand Rapids, MN
LPL Financial
Samara Eastman is a financial advisor with LPL Financial in Grand Rapids, MN, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, she held roles in various businesses including Philadelphia Macaroni Company and Speedway 805 Grill & Bar. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Luke G
Series 66
Grand Rapids, MN
LPL Financial
Luke Gramer is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has a varied background including roles in sports organizations, hospitality, and retail. His work outside of finance includes involvement with Minnesota Hockey and several sports-related businesses. 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 broad range of advisory and brokerage services, leveraging model portfolios, third-party subadvisors, and technology tools to support its network of more than 22,800 advisors.
Guy C
Series 63, Series 66
Grand Rapids, MN
LPL Financial
Guy Clairmont Jr. is a financial advisor with LPL Financial in Grand Rapids, MN, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. Before joining LPL Financial in 2018, he worked at SII Investments, Inc. for 16 years. Outside of his advisory work, he serves as a trustee on the board of the Blandin Foundation, a local nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a wide range of investment strategies delivered primarily through a large network of investment adviser representatives and offers access to model portfolios, third-party asset management, and institutional platforms.
Thomas M
Series 63, Series 66
Grand Rapids, MN
LPL Financial
Thomas McBride is a financial advisor at LPL Financial with 13 years of industry experience. He previously worked at SII Investments, Inc. from 2015 to 2018 before joining LPL Financial. Outside of his advisory work, McBride serves as a for-profit board member at Woodland Bank and has involvement in local sports as a radio announcer and scorekeeper. 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 other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.
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