Oklahoma City, OK Bogert Pkwy Office

Team
Updated today
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

14604 Bogert Pkwy

Oklahoma City OK 73134

Advisors at this office

9

Advisors at this office

user avatar

Patricia S

Series 65, Series 63

Oklahoma City, OK

LPL Financial

Patricia Shaw is a financial advisor at LPL Financial with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Providence Financial Group LLC and Waddell & Reed, Inc. Outside of her advisory role, she operates as a notary public and is involved in hair care sales as a market partner with MONAT Global. 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 access to model portfolios, supported by extensive research and technology tools.

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

Alisonn B

CFP®, Series 66

Oklahoma City, OK

LPL Financial

Alisonn Best is a CFP®-certified financial advisor with 21 years of industry experience, currently serving clients at LPL Financial since 2021. Her prior experience includes roles at Providence Financial Group LLC and Waddell & Reed, Inc. She has been involved with several business entities related to investment and insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of 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, supported by a large network of over 22,800 advisors and extensive operational resources.

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

Frederick M

Series 66

Oklahoma City, OK

LPL Financial

Frederick Mischler is a financial advisor with LPL Financial in Oklahoma City, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Edward Jones, Waddell & Reed, and Randal Dame. He has been involved with community organizations such as the Oklahoma Curling Club and Oklahoma Youth Orchestras. 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 portfolio programs, and access to third-party asset managers.

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

Stephanie C

Series 66

Oklahoma City, OK

LPL Financial

Stephanie Comer is a financial advisor with LPL Financial in Oklahoma City, OK, holding a Series 66 designation and three years of industry experience. She previously worked at Valliance Bank and CrossFirst Bank, each for three years. 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 portfolio programs, third-party asset management, retirement participant-level advice, and institutional platforms, utilizing a range of strategic and tactical investment approaches.

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

Kristen S

Series 66

Oklahoma City, OK

LPL Financial

Kristen Silhavey is a financial advisor with LPL Financial in Oklahoma City, OK. She holds a Series 66 designation and has 14 years of industry experience. Her prior roles include positions at Waddell & Reed, Plexus, and 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 financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party model portfolios and strategies.

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

Jared B

Series 66

Oklahoma City, OK

LPL Financial

Jared Best is a financial advisor with LPL Financial in Oklahoma City, OK, holding a Series 66 designation and bringing 25 years of industry experience. He previously worked for Waddell & Reed, Inc. and various insurance carriers affiliated with W&R Insurance Agencies for 20 years. 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, third-party asset management, and institutional platforms, utilizing both proprietary and third-party strategies.

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

Daniel S

Series 66

Oklahoma City, OK

LPL Financial

Daniel Silhavey is a financial advisor with LPL Financial in Oklahoma City, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Continental Resources and several energy-related businesses. He has been associated with LPL Financial since 2019. Silhavey also has involvement with Black Edge Energy, LLC, a business entity outside of investment activities. 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 portfolio programs, 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

Yolanda K

Series 63, Series 65

Oklahoma City, OK

LPL Financial

Yolanda Kernes is a financial advisor with LPL Financial in Oklahoma City, holding Series 63 and Series 65 licenses and with 15 years of industry experience. She has also been involved with Distinct Wealth Management LLC since 2018 and The Flora May Foundation since 2020. In addition to her advisory work, Kernes has roles in real estate through YKA Properties LLC and PDK Properties 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 advisory and brokerage services, including financial planning and model portfolio programs, supported by advanced research tools and a broad platform infrastructure.

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

Eric R

Series 63, Series 65, Series 66

Oklahoma City, OK

LPL Financial

Eric Russell is a financial advisor with LPL Financial in Oklahoma City, holding Series 63, 65, and 66 registrations and bringing 28 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Waddell & Reed, and various insurance carriers. Outside of his advisory work, he served with the Edmond Huskies Basketball Association for two years. 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 a range of financial planning and investment management solutions, utilizing both proprietary research and third-party subadvisors across various strategies.

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
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