Lake Forest, IL North Bank Lane Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

5

Of 22,716 advisors across 10,432 offices

Location

727 North Bank Lane

Lake Forest IL 60045

Advisors at this office

5

Advisors at this office

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Jeffrey S

Series 63, Series 66

Lake Forest, IL

LPL Financial

Jeffrey Sweno is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 66 designations and has a background that includes positions at Wayne Hummer Investments, Northern Trust Bank, Vision Investment Services, Inc., and Northern Trust Securities, Inc. Outside of his advisory work, he is involved with Wintrust Investments, a business related to his activities at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs alongside retirement plan consulting and brokerage services, utilizing both discretionary and non-discretionary management with access to diversified strategic and tactical model portfolios.

College savings (529s, UTMA, etc.)
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Adam L

Series 63, Series 66

Lake Forest, IL

LPL Financial

Adam Liebman is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for 20 years at Wayne Hummer Investments. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Hannah B

Series 66

Lake Forest, IL

LPL Financial

Hannah Bruskin is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial and Wintrust Bank in 2025, she worked at Deloitte Consulting from 2022 to 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Tracy M

Series 66

Lake Forest, IL

LPL Financial

Tracy Miller is a Series 66-licensed financial advisor with 10 years of industry experience. She is currently with LPL Financial and previously worked at Great Lakes Advisors LLC, Wayne Hummer Investments LLC, and Stifel. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
user avatar

David B

Series 63, Series 66

Lake Forest, IL

LPL Financial

David Bruskin is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He worked at Wayne Hummer Investments for 22 years prior to joining LPL Financial in 2025. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by model portfolios, research, and advanced technologies.

College savings (529s, UTMA, etc.)
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