Meridian, ID SW 5th Ave Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,842

Across 10,470 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

413 SW 5th Ave Ste 110

Meridian ID 83642

Advisors at this office

9

Advisors at this office

user avatar

Teresa D

Series 63, Series 66

Meridian, ID

LPL Financial

Teresa De La Torre is a financial advisor with LPL Financial in Meridian, Idaho, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has worked at several firms including U.S. Bancorp Advisors, Morgan Stanley, Northwestern Mutual, and Wells Fargo. 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 and third-party asset management, supported by a broad platform and technology tools.

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

Robert S

Series 63, Series 65

Meridian, ID

LPL Financial

Robert Schelling is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services LLC, IDS Life Insurance Company, and American Express Financial Advisors. 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 access to model portfolios and third-party asset managers, supported by technology tools for operational and research purposes.

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

Derek B

Series 66

Meridian, ID

LPL Financial

Derek Busby is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at Ameriprise Financial Services Inc and Edward Jones. He is also the president of Busby Investments LLC, a business entity used 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 and brokerage services, employing various investment strategies delivered through a large network of advisors.

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

Christopher R

Series 63, Series 65

Meridian, ID

LPL Financial

Christopher Ravlin is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at Ameriprise, Wells Fargo Clearing, and Wells Fargo Advisors LLC. 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.

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

Andrew H

Series 63, Series 66

Meridian, ID

LPL Financial

Andrew Hale is a financial advisor with LPL Financial in Meridian, Idaho, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. His prior roles include positions at Ameriprise, Edward Jones, and Farmers Financial Solutions. 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 institutional platforms, supporting advisors with various investment strategies and advanced operational tools.

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

Series 66

Meridian, ID

LPL Financial

Daniel Wilgenbusch is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has prior work experience at Vivall Group, LGCY Power, Vasayo, and Big Canyon Country Club. Outside his advisory role, he is involved with Vivall Group in a non-investment 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 provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by research and technology tools.

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

Series 66

Meridian, ID

LPL Financial

Paul Orlando is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He previously worked at Ameriprise Financial Services Inc for six years and Edward Jones for eleven years. Outside of his advisory role, he is the owner of a non-investment business, Granite Real Estate LLC, based in Meridian, ID. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to various investment programs, and supports its large network of advisors with research tools and multiple financial products and partnerships.

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

Endika I

Series 66

Meridian, ID

LPL Financial

Endika Iturburu is a financial advisor with LPL Financial in Meridian, ID, holding a Series 66 credential and nine years of industry experience. Prior to joining LPL Financial in 2025, he spent nine years at Edward Jones. Outside of his advisory role, he is involved with Summit Financial Management, a business entity focused on 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 other institutions. The firm offers a range of financial planning and asset management services through a large network of advisors using both proprietary and third-party investment strategies.

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

Gavin L

Series 66

Meridian, ID

LPL Financial

Gavin Licht is a financial advisor with LPL Financial in Meridian, Idaho, holding a Series 66 credential and 19 years of industry experience. His prior roles include positions at Ameriprise, Wells Fargo Clearing, Wells Fargo Advisors, and U.S. Bancorp Investments. Outside of his advisory work, he owns a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational and research tools.

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