Grosse Pointe Woods, MI 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
19810 Mack Ave
Grosse Pointe Woods MI 48236-2506
Advisors at this office
4
Advisors at this office
Joseph B
Series 63, Series 66
Grosse Pointe Woods, MI
LPL Financial
Joseph Banaszewski is a financial advisor with LPL Financial in Grosse Pointe Woods, MI, holding Series 63 and Series 66 credentials and over 32 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 2000. Outside of his advisory role, he serves as an assistant baseball coach at Grosse Pointe North High School. 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 services including financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives.
Martin R
Series 63, Series 65
Grosse Pointe Woods, MI
LPL Financial
Martin Reid is a financial advisor with LPL Financial in Grosse Pointe Woods, MI, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Linsco/Private Ledger since 2006. Reid serves on the advisory board for the Capuchins, a nonprofit organization, without compensation. 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 solutions through a large network of advisors, combining technology tools with diverse investment platforms.
Timothy L
Series 63
Grosse Pointe Woods, MI
LPL Financial
Timothy Lenhard is a Series 63-credentialed financial advisor with LPL Financial, where he has worked since 1997, bringing 34 years of industry experience. He is based in Grosse Pointe Woods, MI. Outside of his advisory role, he is involved in a family investment entity that owns a hospitality business and works as a sales representative for Zapp Charging. 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, and institutional platforms, supported by technology-enhanced operational tools.
Craig L
Series 63, Series 65
Grosse Pointe Woods, MI
LPL Financial
Craig Lenhard is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 36 years of industry experience. He has been with LPL Financial since 1997. 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 provides a variety of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by advanced operational tools.
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