Spencer, IA 301 Grand Ave 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
301 Grand Ave
Spencer IA 51301
Advisors at this office
4
Advisors at this office
Tyler A
Series 66
Spencer, IA
LPL Financial
Tyler Adams is a financial advisor with LPL Financial, holding a Series 66 license and two years of industry experience. He previously studied at Iowa State University and has worked at Prairie Plans Asset Management. Outside of his advisory role, Tyler serves as an assistant basketball coach at Okoboji High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to a variety of investment strategies, including model portfolios and third-party asset management, supported by extensive operational and research tools.
Leonard L
Series 63, Series 65
Spencer, IA
LPL Financial
Leonard Langner is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He previously worked at Investment Centers of America, Inc. for 24 years before joining LPL Financial in 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, and institutional platforms, supported by both proprietary and third-party investment strategies.
Isaac H
Series 66
Spencer, IA
LPL Financial
Isaac Heard is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cetera and American State Bank. He also has a background in education and retail, including several years at Sioux Center Public Schools and Vander Stoep Furniture. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, utilizing in-house research, third-party subadvisors, and technology tools to support advisors.
Austin G
Series 66
Spencer, IA
LPL Financial
Austin Gilmore is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously been involved with Prairie Plans Asset Management and the Family YMCA of Black Hawk County. 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.
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