Lisle, IL 1011 Warrenville Rd Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,923

Across 11,245 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

1011 Warrenville Rd Ste 155

Lisle IL 60532-0930

Advisors at this office

7

Advisors at this office

user avatar

Kyle M

Series 63, Series 65

Lisle, IL

LPL Financial

Kyle Mcbroom is a financial advisor with LPL Financial in Lisle, Illinois, holding Series 63 and Series 65 designations and 28 years of industry experience. His prior roles include positions at MSI Financial Services, Opus Wealth Management Group, Level Four Advisory Services, and Good Life Advisors, where he currently provides investment advisory services through an independent firm. Outside of his advisory work, he is associated with Bigdog Dadddy LLC, a business entity maintained 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 advisory services including financial planning, model portfolio programs, and institutional platforms, combining a broad advisory platform with extensive non-advisory financial activities.

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

Kyle H

ChFC®, Series 66

Lisle, IL

LPL Financial

Kyle Harper is a financial advisor with LPL Financial in Lisle, IL, holding the ChFC® and Series 66 credentials and bringing 15 years of industry experience. His prior roles include positions at Good Life Advisors, LLC, Level Four Advisory Services, LLC, Opus Wealth Management Group, and MSI Financial Services, Inc. Outside of his advisory work, he is involved in entrepreneurship through HWMG Enterprises LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

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

Jeffery H

CFP®, Series 63

Lisle, IL

LPL Financial

Jeffery Harper is a CFP® professional with 37 years of industry experience. He is currently affiliated with LPL Financial and has held roles at Good Life Advisors, LLC, Level Four Advisory Services, LLC, Opus Wealth Management Group, and MSI Financial Services, Inc. Outside of his advisory work, he is involved in agricultural activities, including overseeing the raising and selling of cattle. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a large network of advisors with diverse investment strategies.

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

Charles B

CFP®, ChFC®, Series 63, Series 65

Lisle, IL

LPL Financial

Charles Baier is a financial advisor with LPL Financial in Lisle, Illinois, holding the CFP® and ChFC® designations and over 20 years of industry experience. His prior work includes roles at Good Life Advisors, LLC and MSI Financial Services, Inc. He is also commissioned as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and asset management solutions 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

Jeffrey D

CFP®, Series 66, Series 63

Lisle, IL

LPL Financial

Jeffrey Delcorse is a CFP® professional with 16 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Envestnet Asset Management, Inc. and Portfolio Brokerage Services, Inc. Delcorse is also involved in financial planning through a separate business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, 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

Justin L

Series 63, Series 65

Lisle, IL

LPL Financial

Justin Lamonica is a financial advisor with LPL Financial in Lisle, Illinois, holding Series 63 and Series 65 licenses and 32 years of industry experience. He previously worked at Princor Financial Services Corporation, Principal Life Insurance Company, Guardian Life, and MSI Financial Services, Inc. He also operates LaMonica Financial Group, LLC, which provides life, disability, health, and long-term care insurance services. 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 financial planning and investment solutions, including model portfolios and third-party asset management, supported by extensive technology tools and a broad non-advisory financial services platform.

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

Alan D

Series 63, Series 65

Lisle, IL

LPL Financial

Alan Delcorse is a financial advisor with LPL Financial in Lisle, IL, holding Series 63 and Series 65 registrations and bringing 33 years of industry experience. He has worked at LPL Financial since 2013 and has prior experience with Highpoint Advisor Group, Uhlmann Investment Management, and Calamos Advisors. Delcorse also engages in insurance sales, contracting as a broker for term, whole life, universal life, and long-term care insurance through outside agencies on a limited basis. 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 other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, and supports its advisors with technology and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)