Kimberly, WI Eisenhower Drive 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

855 Eisenhower Drive

Kimberly WI 54136

Advisors at this office

4

Advisors at this office

user avatar

Brian E

Series 66

Kimberly, WI

LPL Financial

Brian Elmer is a Series 66-registered financial advisor with LPL Financial, based in Kimberly, Wisconsin, and has five years of industry experience. His background includes roles at Capital Credit Union, CUSO Financial Services, and First Business Bank. Outside of finance, he co-owns Allie & Brian Photography LLC. 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 services including financial planning, model portfolio programs, third-party asset management, and participant-level retirement advice, supported by a broad platform and extensive 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

Cavan M

CFP®, Series 66

Kimberly, WI

LPL Financial

Cavan Metzler is a CFP® professional with nine years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL Financial and Capital Credit Union in 2026, he worked at Ameriprise from 2017 to 2026. Outside of his advisory work, Metzler is involved with First Choice Talent Agency, a modeling agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services via a large network of investment adviser representatives, supported by various advisory platforms and third-party asset management options.

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

Series 63, Series 65

Kimberly, WI

LPL Financial

Jennifer Busch is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Capital Credit Union and CUSO Financial Services. In addition to her advisory role, she serves as a notary at Capital Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, and institutions. The firm offers financial planning, wrap and model portfolio programs, and access to third-party asset managers, utilizing a range of investment strategies with support from advanced research and operational tools.

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

Jennifer B

Series 66

Kimberly, WI

LPL Financial

Jennifer Brunette is a financial advisor with LPL Financial holding a Series 66 designation and three years of industry experience. She has worked at LPL Financial since 2025 and previously held roles at Capital Credit Union, CUSO Financial Services, U.S. Bank, and Community First Credit Union. Outside of her advisory work, she is a notary public and involved with The Loft, a separate business. 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, third-party asset management, and institutional platforms, supported by a network of over 22,800 investment adviser representatives.

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