Helena, MT E 6th Ave 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
800 E 6th Ave
Helena MT 59601
Advisors at this office
3
Advisors at this office
Dylan K
Series 66
Helena, MT
LPL Financial
Dylan Krezelak is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors and Denning, Downey & Associates CPAs. 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 and access to third-party asset management, utilizing both discretionary and non-discretionary strategies.
Brian O
Series 66
Helena, MT
LPL Financial
Brian Otterstrom is a financial advisor with LPL Financial, holding a Series 66 license and possessing 11 years of industry experience. He previously worked at Securities America Inc for eight years before joining LPL Financial in 2024. Outside of advisory work, he is a business owner of Beaver Creek Investments in Helena, MT. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided through a large network of investment adviser representatives.
Stacey O
Series 66
Helena, MT
LPL Financial
Stacey Otterstrom is a financial advisor with LPL Financial based in Helena, MT. She holds the Series 66 credential and has three years of industry experience, including prior work at Securities America, Inc. Outside of her advisory role, she is the owner of PLUCK! Coaching, a business she has run since 2017, and co-owner of The Virago Collaborative, LLP, a business networking partnership. 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, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.
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