Idaho Falls, ID Elk Creek Dr 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

1530 Elk Creek Dr

Idaho Falls ID 83404-8322

Advisors at this office

5

Advisors at this office

user avatar

William B

Series 63, Series 65

Idaho Falls, ID

LPL Financial

William Burton is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. His prior roles include positions at Waddell & Reed, U.S. Bancorp Investments, Morgan Stanley, and Citigroup Global Markets. He is also associated with W&R insurance agencies in an insurance capacity. 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 portfolio programs, third-party asset management, retirement advice, and institutional platforms.

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

James P

Series 66

Idaho Falls, ID

LPL Financial

James Perry is a financial advisor with LPL Financial, holding a Series 66 designation and based in Idaho Falls, ID. He has been with LPL Financial and Teton Wealth Management since 2025 and has over 30 years of service with the Idaho Falls School District 91. 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 and model portfolio programs, supported by a large network of investment adviser representatives.

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

Michael C

Series 66

Idaho Falls, ID

LPL Financial

Michael Canavan is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at Waddell & Reed, Inc. and various insurance carriers, and has been involved with community organizations including USA Hockey/Idaho Falls Hockey Association since 2014 and Snake River Montessori since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing various strategies and technology tools to support its network of over 22,800 advisors.

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

Jacob M

Series 63, Series 66

Idaho Falls, ID

LPL Financial

Jacob Murray is a financial advisor with LPL Financial in Idaho Falls, ID, holding Series 63 and Series 66 credentials and 21 years of industry experience. He previously worked with Waddell & Reed, Inc. and various insurance carriers before rejoining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advisory services through a large network of investment adviser representatives.

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

Parker N

Series 66

Idaho Falls, ID

LPL Financial

Parker Nielsen is a financial advisor with LPL Financial based in Idaho Falls, ID. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he held roles at Advantage Plus Federal Credit Union, Activated Insights, and worked in insurance and real estate. Additionally, he is a commissioned notary in the state of Idaho. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

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