Oak Brook, IL Kensington 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

1220 Kensington Rd; Ste 200 A

Oak Brook IL 60523

Advisors at this office

9

Advisors at this office

user avatar

Jason D

CFP®, Series 66

Oak Brook, IL

LPL Financial

Jason Dobrzynski is a CFP® with 27 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, Inc. and various insurance agencies, along with involvement in other business entities unrelated to investment advisory. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, utilizing 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

Marilyn S

CFP®, Series 63, Series 65

Oak Brook, IL

LPL Financial

Marilyn Seagraves is a CFP®-certified financial advisor with 46 years of industry experience, currently affiliated with LPL Financial since 2021. Her career includes long-term roles at Waddell & Reed, INC. and the operation of Seagraves Financial Group, LLC. She has also been involved in farming for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services, including financial planning and third-party asset management.

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

Alex M

CFP®, Series 66

Oak Brook, IL

LPL Financial

Alex Marusarz is a CFP®-credentialed financial advisor with 14 years of industry experience. He is currently associated with LPL Financial, where he has worked since 2019, following prior roles at Waddell & Reed Inc and CMS Office Management, LLC. Marusarz also holds an association with a non-variable insurance firm. 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
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John S

CFP®, Series 63, Series 65

Oak Brook, IL

LPL Financial

John Seagraves is a CFP® professional with 22 years of industry experience, currently serving as an advisor at LPL Financial since 2021. His prior roles include work with Waddell & Reed Inc., various insurance carriers, and operating Seagraves Financial Group, LLC. Outside of his advisory duties, he has been involved with youth baseball associations and park district activities in Glen Ellyn, IL. 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 institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies implemented by its extensive 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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Kiara A

Series 66

Oak Brook, IL

LPL Financial

Kiara Aldana is a financial advisor with LPL Financial in Oak Brook, IL, holding a Series 66 designation and two years of industry experience. She has also been involved with Seagraves Financial Group. Prior to her advisory career, she held various positions in retail and community organizations. 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, model portfolios, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

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

CFP®, Series 66

Oak Brook, IL

LPL Financial

Maralynn Kearney is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. Her previous roles include work with Waddell & Reed Inc and various insurance carriers, as well as managing CMS Office Management, LLC. She has been involved with the Kiwanis Club of Darien. 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 institutions. The firm offers a variety of solutions including financial planning, model portfolios, and access to third-party asset management, supported by technology-driven 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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James S

Series 63, Series 65

Oak Brook, IL

LPL Financial

James Seagraves is a financial advisor with LPL Financial in Oak Brook, IL, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has previously worked at Waddell & Reed Inc and operated Seagraves Financial Group, LLC. He serves as a board member for the nonprofit organization One For the Kids. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions including 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

Patricia M

CFP®, Series 63, Series 65

Oak Brook, IL

LPL Financial

Patricia Marusarz is a CFP® with 40 years of industry experience, currently advising at LPL Financial since 2021. Her background includes extensive work at Waddell & Reed, Inc. and various insurance carriers, as well as managing her own business ventures. She is also involved in fiduciary roles as a trustee for family trusts and provides tax preparation services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plans. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced research 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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Matthew C

Series 65

Oak Brook, IL

LPL Financial

Matthew Coffman is a financial advisor with LPL Financial, holding a Series 65 designation. He has professional experience beginning in 2026, with prior roles at Corsalus Financial, Zacks Investment Management, and Gresham Partners. Coffman also has experience in education and community settings, including positions at Loyola University Chicago and local schools. 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 range of advisory and brokerage services, utilizing various investment strategies and platforms, supported by extensive resources and technology.

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