Park Rapids, MN Office
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LPL Financial
Institution
Firm-wide stats for LPL Financial
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
Based on LPL Financial
Location
300 1st St West
Park Rapids MN 56470
Advisors at this office
4
Advisors at this office
Marsha S
Series 66
Park Rapids, MN
LPL Financial
Marsha Smith is a Series 66-licensed financial advisor with LPL Financial, based in Park Rapids, MN, and has 10 years of industry experience. She previously worked at Investment Centers of America from 2013 to 2017 and has served as an administrative assistant at Citizens National Bank. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Brian B
Series 66
Park Rapids, MN
LPL Financial
Brian Behrens is a financial advisor with LPL Financial in Park Rapids, MN. He holds a Series 66 designation and has 21 years of industry experience, including roles at Prudential Insurance Company and Thrivent Financial for Lutherans. Behrens serves as a board member of the Itasca Mantrap Electric Co-Op and is a township supervisor for Lake Emma Township. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services utilizing multiple investment strategies and emphasizes both advisory platforms and non-advisory financial services.
John M
CFP®, Series 63, Series 66
Park Rapids, MN
LPL Financial
John Martin is a CFP® professional with 21 years of industry experience. He has been with LPL Financial since 2017 and previously worked at Investment Centers of America, Inc. and Fintegra, LLC. Outside his advisory work, he is involved with ICAG Insurance Agency, providing 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 institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Monica H
Series 66
Park Rapids, MN
LPL Financial
Monica Harsha is a financial advisor with LPL Financial, holding a Series 66 designation and beginning her advisory career in 2025. Her prior experience includes positions at Citizens National Bank, the University of Minnesota Hubbard County Extension Office, and entrepreneurial work with We Sell Your Stuff, Inc. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.
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