Meridian, ID N. Main Steet; Office

Team
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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

830 N. Main Steet; Suite 210

Meridian ID 83642

Advisors at this office

12

Advisors at this office

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Brian S

Series 63

Meridian, ID

LPL Financial

Brian Shackleford is a financial advisor with LPL Financial, holding a Series 63 designation and 37 years of industry experience. He has been with LPL Financial since 2006 and previously worked at A. G. Edwards & Sons, Inc. for nine years. Outside of his advisory role, Shackleford serves as an assistant wrestling coach at Capistrano Valley High School. 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 a range of financial planning, portfolio management, and institutional platforms, utilizing a variety of investment strategies and advisor-support tools.

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

Series 63, Series 65

Meridian, ID

LPL Financial

Douglas Beehler is a financial advisor with LPL Financial in Meridian, ID, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Waddell & Reed Inc. and managing Beehler Asset Management, LLC. He was also involved with Miss Rodeo America Inc. and the Meridian Lions Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and custom strategies, supported by extensive 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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Michael M

Series 63, Series 65

Meridian, ID

LPL Financial

Michael Mayer is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at SagePoint Financial and OSAIC. He is the sole owner of Mayer Capital Management, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions 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
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Philip E

Series 63, Series 65

Meridian, ID

LPL Financial

Philip Elliott is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at OSAIC and SagePoint Financial. Outside of his advisory role, he is involved with non-investment entities such as PE Financial, Inc. and P & R Capital, LLC. 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 access to 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
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Alexander D

Series 63, Series 66

Meridian, ID

LPL Financial

Alexander Deseelhorst is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 12 years of industry experience. He previously worked at Bank of America and Merrill from 2015 to 2022 before joining LPL Financial. 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 advisors. 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
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Brittany D

Series 66

Meridian, ID

LPL Financial

Brittany Daniel is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 designation and has previously worked at firms including Sagepoint Financial, Inc. and OSAIC. 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 through a large network of investment adviser representatives who utilize diversified strategies and resources.

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

Series 63, Series 65

Meridian, ID

LPL Financial

Crystal York is a financial advisor with LPL Financial in Meridian, Idaho, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has been with LPL Financial since 2007. Outside of her advisory role, she is involved in baseball coaching and serves as an office manager for a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of 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 variety of investment strategies and 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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Neil B

Series 66

Meridian, ID

LPL Financial

Neil Berston is a financial advisor at LPL Financial with 20 years of industry experience. His prior firms include Ameriprise Financial Services, Edward Jones, and Wells Fargo Investments. Outside of his advisory work, Berston is active as a head coach for volleyball teams in the Middleton School District and Idaho Strike Volleyball. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad range of investment strategies 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
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Corey B

Series 66

Meridian, ID

LPL Financial

Corey Blacker is a financial advisor with LPL Financial holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Douglas Beehler and Waddell & Reed, Inc. He also served with AmeriCorps in 2017. 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 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
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Jennifer F

Series 63, Series 65

Meridian, ID

LPL Financial

Jennifer Fisher is a financial advisor with LPL Financial in Meridian, Idaho, holding Series 63 and Series 65 licenses and 24 years of industry experience. Her prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, AlphaStar Capital Management, Mass Mutual Investors Services, and Cetera Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors and substantial discretionary assets.

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

Series 63, Series 65

Meridian, ID

LPL Financial

Robert Love is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Liberty Group LLC and New England Securities. In addition to his advisory role, he provides bookkeeping and tax preparation services for his wife's marriage and family therapy practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions through a network of investment adviser representatives. The firm offers a range of advisory services including financial planning, model portfolios, and third-party asset management, combining scale with a variety of non-advisory financial products.

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

Series 66

Meridian, ID

LPL Financial

Jacob Fischer is an advisor at LPL Financial in Meridian, Idaho, holding a Series 66 designation. He joined LPL Financial in 2025 and has varied work experience including roles in education and small business management. Prior to his current role, Fischer worked at institutions such as Centennial High School and Lowell Scott Middle School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad range of advisory strategies and services.

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