Lake Elmo, MN Eagle Point Blvd 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
8530 Eagle Point Blvd Ste 250
Lake Elmo MN 55042
Advisors at this office
4
Advisors at this office
Michael E
CFP®, Series 66
Lake Elmo, MN
LPL Financial
Michael Erpenbach is a CFP® with 27 years of experience in the financial services industry. He has worked at LPL Financial since 2021 and previously held roles at Willy Zimmerman, Waddell & Reed, Inc., and other firms. Erpenbach has also served on the St. John's University Alumni Board and the SJU Alumni Association. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Willy Z
Series 63, Series 65
Lake Elmo, MN
LPL Financial
Willy Zimmerman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. Prior to joining LPL in 2021, he was involved with Cedar Ridge Wealth Management Group from 2016 to 2021 and worked with Waddell & Reed Inc. as well as various insurance carriers from 2007 to 2021. He has also been active with the Woodbury High School Girls Hockey Booster Club. 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 a large network of advisors and advanced research tools.
Paige H
Series 66
Lake Elmo, MN
LPL Financial
Paige Hoffman is a financial advisor with LPL Financial holding a Series 66 credential and eight years of industry experience. Her prior roles include positions at Willy Zimmerman, Waddell & Reed, and Kestra Investment Services. She is also the owner and CFO of The Hoffman Group, a business entity for tax and investment purposes. 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 financial planning and investment solutions, including model portfolios and third-party asset management, supported by extensive operational tools and a large network of advisors.
Christine P
Series 63, Series 66
Lake Elmo, MN
LPL Financial
Christine Pawlenty is an investment adviser affiliated with LPL Financial, holding Series 63 and Series 66 credentials and possessing 33 years of industry experience. Her prior roles include positions at Cedar Ridge Wealth Management Group LTD and Waddell & Reed, Inc. Pawlenty is also involved in offering non-variable insurance services in Saint Paul, MN. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.
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