Troy, MI 1301 W Long Lake Rd Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

25,460

Across 11,249 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

1301 W Long Lake Rd, Suite 105

Troy MI 48098

Advisors at this office

8

Advisors at this office

user avatar

Ronald C

CFP®, Series 63

Troy, MI

LPL Financial

Ronald Cramer is a financial advisor with LPL Financial in Troy, MI, holding the CFP® designation and Series 63 license. He has 24 years of industry experience, including roles at the Financial Services Group of Michigan, Inc. and LPL Financial since 1995. 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 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

Kyle L

Series 66

Troy, MI

LPL Financial

Kyle Lambert is a financial advisor with LPL Financial in Troy, MI, holding a Series 66 designation and 8 years of industry experience. His prior work includes roles at Financial Services Group of Michigan, Inc., where he also operates as a notary public. 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 management, with a platform noted for its scale and diverse financial activities.

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

Series 63, Series 66

Troy, MI

LPL Financial

Sally Hawk is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She previously worked with Gordon Financial Advisory Services and FSC Securities Corporation for over two decades. Outside of advisory services, she owns a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services supported by advanced research tools and a broad platform of financial products.

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

Jaime W

Series 66

Troy, MI

LPL Financial

Jaime Wichlacz is a financial advisor at LPL Financial with a Series 66 credential and three years of industry experience. Prior to joining LPL Financial, Jaime held positions at the University of Detroit Mercy and The Guidance Center. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with advisory services delivered primarily by investment adviser representatives who use a range of strategies including discretionary and non-discretionary approaches.

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

Series 63, Series 66

Troy, MI

LPL Financial

Mitchell Tokowitz is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior work includes roles at E*TRADE Capital Management, E*Trade Securities, and Ameriprise Advisor Services. He also provides tax preparation and accounting services as a side activity. 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, including financial planning, wrap and 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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Eric S

Series 66, Series 63, Series 65

Troy, MI

LPL Financial

Eric Schreiner is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Hanlon Investment Management and Assetmark. Schreiner also operates Schreiner Financial LLC, a business entity for tax and investment purposes. 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 provides advisory and brokerage services through a large network of investment adviser representatives, offering diverse investment strategies and technology-supported tools.

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

ChFC®, Series 63, Series 65

Troy, MI

LPL Financial

William Powers Jr. is a financial advisor with LPL Financial in Troy, MI, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, including ten years at Cetera Advisors LLC and over 40 years with Powers Financial Resources LLC. He serves on the board of Hedgehog Health, a for-profit organization in Royal Oak, MI. 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 plans, banks, trust companies, and other institutions. The firm offers comprehensive financial planning, model portfolio programs, third-party asset management, and institutional platforms with various investment strategies and operational support tools.

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

Edward L

CFP®, Series 63

Troy, MI

LPL Financial

Edward Lambert is a CFP® with 45 years of experience in the financial industry. He has been with LPL Financial since 1994 and is also associated with the Financial Services Group of Michigan, Inc. since 1984. His background includes extensive work with various insurance companies over the past 30 years. 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, 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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