Tukwila, WA Gateway Drive Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,923

Across 10,511 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

12770 Gateway Drive

Tukwila WA 98168

Advisors at this office

21

Advisors at this office

user avatar

Bret E

Series 66

Tukwila, WA

LPL Financial

Bret Edensword is a Series 66 licensed financial advisor with LPL Financial, based in Tukwila, WA. He has 13 years of industry experience, including roles at Boeing Employee Credit Union since 2018 and Edward Jones from 2013 to 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 financial planning and investment management services, utilizing both proprietary and third-party strategies across advisory and brokerage platforms.

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

Priscilla S

Series 66

Tukwila, WA

LPL Financial

Priscilla Suhre is a financial advisor at LPL Financial with 25 years of industry experience. She holds a Series 66 designation and has worked with Boeing Employee Credit Union Everett since 2009. Suhre is also a licensed insurance agent providing fixed annuities, life insurance, and long-term care insurance as part of her practice. 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, and institutional platforms, with advisory services delivered through 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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Steven V

Series 63, Series 65

Tukwila, WA

LPL Financial

Steven Vertrees is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with LPL Financial since 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual clients, 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.

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

Series 63, Series 65

Tukwila, WA

LPL Financial

Jeffrey Lavezzi is a financial advisor with LPL Financial in Tukwila, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Boeing Employee Credit Union, Robert Baird & Co., McAdams Wright Ragen, and Banc of America Investment Services. He also offers life, long-term care, and fixed annuity products through Mutual of Omaha. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides 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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Dylan W

Series 66

Tukwila, WA

LPL Financial

Dylan Whitcraft is a financial advisor with LPL Financial holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones, Capstone Financial, and First Command. He currently offers investment products and services through LPL Financial using the trade name BECU Investment 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 provides a range of advisory and brokerage services supported by extensive technology and offers both discretionary and non-discretionary investment strategies.

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

Series 65, Series 63

Tukwila, WA

LPL Financial

Jason Richards is an advisor with LPL Financial in Tukwila, WA. He holds Series 65 and Series 63 licenses and has been in the industry for one year. His prior experience includes roles at Boeing Employee Credit Union and Equitable Advisors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides 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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Darren H

Series 63, Series 66

Tukwila, WA

LPL Financial

Darren Horejsi is a financial advisor with LPL Financial in Tukwila, WA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at LPL Financial and Boeing Employee Credit Union since 2014 and spent 11 years with U.S. Bancorp Advisors, LLC prior to that. 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 wide range of advisory and brokerage services, using various portfolio strategies and investment tools, supported by a large network of advisors and significant assets under management.

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

CFP®, Series 66

Tukwila, WA

LPL Financial

Brenda Huber is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at LPL Financial since 2009. Her prior experience includes roles at Edward Jones and Ameriprise. She also provides investment products and services through BECU Investment Services. 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 other institutions. The firm provides a broad range of financial planning and portfolio management options, utilizing both proprietary and third-party research and technology.

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

Series 66

Tukwila, WA

LPL Financial

Jordan Price is a financial advisor with LPL Financial based in Tukwila, WA, holding a Series 66 credential and bringing one year of industry experience. His prior roles include positions at BECU Investment Services, DML Capital, and KeyBank. Outside of finance, he has served as a national assistant referee for the US Soccer Referee Federation since 2015. 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 diverse range of advisory services and utilizes various investment strategies and technology tools to support its network of over 22,800 advisors.

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

Series 66

Tukwila, WA

LPL Financial

Michael Flewelling is a financial advisor with LPL Financial in Tukwila, WA, holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial since 2020 and previously held positions at BECU and Vantiv. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, utilizing various portfolio programs 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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Brian L

Series 63, Series 65

Tukwila, WA

LPL Financial

Brian Locke is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His work history includes positions at Boeing Employee Credit Union and Linsco Private Ledger since 2006, as well as UBS Financial Services from 1997 to 2003. 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 provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and technology tools.

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

Series 66

Tukwila, WA

LPL Financial

Heather Odegaard is a financial advisor with LPL Financial in Tukwila, WA. She holds a Series 66 designation and has one year of experience with LPL Financial, following over a decade at BECU Investment Services. 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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Edward B

Series 63, Series 66

Tukwila, WA

LPL Financial

Edward Bang is a financial advisor at LPL Financial in Tukwila, WA, with four years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Merrill, Bank of America, and Boeing Employee Credit Union. 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 and extensive operational resources.

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

Series 63, Series 65

Tukwila, WA

LPL Financial

Lance Nekota is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes roles at Boeing Employee Credit Union, Chase Investment Services Corp., Wamu Investments, Key Investment Services, U.S. Bancorp Investments, and Banc of America Investment Services. He has been with LPL Financial and Boeing Employee Credit Union since 2011. 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.

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

Mathew D

Series 63, Series 65

Tukwila, WA

LPL Financial

Mathew Dailey is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has worked with LPL Financial since 2016 and previously spent 11 years at Banc of America Investment Services, Inc. Dailey is also associated with Boeing Employee Credit Union. 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 portfolio programs, third-party asset management, and institutional platforms, providing both discretionary and non-discretionary account management.

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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