Pullman, WA E Main St Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,823

Across 10,503 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

205 E Main St

Pullman WA 99163

Advisors at this office

6

Advisors at this office

user avatar

Jeffrey F

Series 63, Series 65

Pullman, WA

LPL Financial

Jeffrey Feuerstein is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include leadership within the Feuerstein Group and extensive work with Waddell & Reed, Inc. He has also served in various community and nonprofit capacities, including with the Pullman Regional Hospital Foundation and United Way. 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 supported by research-driven model portfolios and a variety of investment strategies.

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

Cotton S

Series 63, Series 65

Pullman, WA

LPL Financial

Cotton Sears is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 31 years of industry experience. Prior to joining LPL Financial in 2022, he worked at HRC Wealth Management and Purshe Kaplan Sterling Investments. Outside of his advisory work, he serves as an adjunct professor at Washington State University and as an institute instructor for the Church of Jesus Christ of Latter Day Saints. 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 range of financial planning and asset management solutions, including model portfolios and third-party subadvisors, with a focus on various investment strategies supported by advanced research tools.

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

Kirby B

Series 63, Series 65

Pullman, WA

LPL Financial

Kirby Brown is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has worked at LPL Financial since 2009 and previously spent a year at Waddell & Reed in 2003. Outside of advisory services, he is involved in providing non-variable insurance products, including term and whole life insurance, as well as health insurance to small business groups and individuals. 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 access to third-party asset managers, 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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Jason P

Series 63, Series 65, Series 66

Pullman, WA

LPL Financial

Jason Plemons is a financial advisor at LPL Financial with 21 years of industry experience. His prior roles include positions at US Bank, Petersen Hastings, Interstate Aviation, and Waddell & Reed Inc. He holds Series 63, 65, and 66 licenses. 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 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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William S

Series 66

Pullman, WA

LPL Financial

William Skavdahl is a financial advisor with LPL Financial in Pullman, WA, holding a Series 66 credential and bringing 11 years of industry experience. He has worked with LPL Financial since 2021 and has prior experience at Waddell & Reed, Inc. and various insurance agencies. Skavdahl serves on the boards of the Pullman Regional Hospital and the Community Action Center, both nonprofit organizations. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm supports its advisors with diversified investment strategies, technology tools, and extensive financial products across advisory and non-advisory platforms.

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

Monica O

Series 66

Pullman, WA

LPL Financial

Monica Owens is a Series 66–licensed financial advisor with 13 years of industry experience. She has worked at LPL Financial since 2021 and previously held roles at Craig Bolling and various insurance carriers. Outside of her advisory work, Owens has been involved with Maniacs since 2018. 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.

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