Oak Brook, IL 1111 W 22nd St; 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

1111 W 22nd St; Ste 245

Oak Brook IL 60523

Advisors at this office

10

Advisors at this office

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Amanda F

Series 63, Series 65

Oak Brook, IL

LPL Financial

Amanda Fatigati is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and one year of industry experience. Her prior work includes roles at J.P. Morgan Securities and JPMorgan Chase Bank. Outside finance, she has experience working in animal-related businesses such as Hill Chester Animal Hospital and The Dog District. 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, model portfolio programs, third-party asset management, and institutional platforms, supported by technology 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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Beth O

Series 66

Oak Brook, IL

LPL Financial

Beth O'Malley is a Series 66-licensed financial advisor with 17 years of industry experience. She has worked at LPL Financial since 2021 and was previously affiliated with Triwealth Partners LLC, William Cartwright, Patricia Marusarz, Ronald Barton, and Waddell & Reed, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions with a range of financial planning and asset management solutions.

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

Series 63, Series 65

Oak Brook, IL

LPL Financial

Marc Corigliano is a financial advisor with LPL Financial in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Fiducient Advisors LLC, Nuveen LLC, and Janus Henderson Investors. Corigliano is also involved with TriWealth Partners, a business entity related to his LPL activities. 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, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research tools and a broad non-advisory financial services infrastructure.

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

CFP®, Series 63, Series 65

Oak Brook, IL

LPL Financial

William Cartwright II is a CFP® professional with 20 years of industry experience, currently affiliated with LPL Financial. He has held roles with LPL since 2019 and previously worked with Waddell & Reed and various insurance carriers. Cartwright also operates WECII, 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 plans, banks, trust companies, and other 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 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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Tyler R

Series 66

Oak Brook, IL

LPL Financial

Tyler Robbins is a Series 66 licensed financial advisor with LPL Financial, based in Oak Brook, IL, with three years of industry experience. Prior to joining LPL Financial in 2025, he worked with Cetera and several affiliated firms. Outside of advisory work, he has had roles at Instacart and Wheaton College. 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 wide range of advisory services including financial planning and access to third-party asset management, supported by various 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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Edward S

CFP®, Series 66

Oak Brook, IL

LPL Financial

Edward Scheer is a financial advisor with LPL Financial in Oak Brook, IL, holding CFP® and Series 66 credentials and bringing 13 years of industry experience. He has worked with multiple firms including Waddell & Reed, Inc., Triwealth Partners, LLC, and Scheer and Clancy, and has served in community roles such as with the Glen Ellyn Rotary Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a range of advisory and brokerage services, including financial planning, model portfolios, 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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Michael M

CFP®, Series 63, Series 65

Oak Brook, IL

LPL Financial

Michael McNally is a CFP® professional with 29 years of experience in the financial services industry. He has worked at LPL Financial since 2021 and is also affiliated with Triwealth Partners, LLC. His background includes 24 years at Waddell & Reed, Inc., and prior experience with various insurance carriers. 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 with investment solutions that include 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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Brady W

Series 63, Series 66

Oak Brook, IL

LPL Financial

Brady Wilkins is a financial advisor with LPL Financial in Oak Brook, IL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Waddell & Reed, Cetera Investment Services, and Foresters Financial Services. Wilkins also has a background as a fixed insurance agent in addition to his advisory work. 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 services including financial planning, model portfolios, and institutional platforms, utilizing both proprietary research and third-party strategies.

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

Series 63, Series 65

Oak Brook, IL

LPL Financial

Joel Popescu is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at LPL Financial and Triwealth Partners LLC since 2024 and is also associated with Affluent Life Solutions, LLC, a business entity established 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 other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, 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

Daniel K

Series 66

Oak Brook, IL

LPL Financial

Daniel Kayser is a financial advisor with LPL Financial, holding a Series 66 designation and with 12 years of industry experience. His prior roles include positions at Triwealth Partners LLC and Waddell & Reed, Inc. He has also been involved in non-variable 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 broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing various advisory strategies supported by 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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