West Des Moines, IA 4201 Westown Pkwy 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
4201 Westown Pkwy Ste 330
West Des Moines IA 50266
Advisors at this office
6
Advisors at this office
Robert S
CFP®, Series 63, Series 66
West Des Moines, IA
LPL Financial
Robert Sayer is a CFP® professional with 14 years of industry experience, currently associated with LPL Financial since 2021. His prior experience includes roles at Harvest Point Inc and Waddell & Reed Inc, as well as operating his own firm, Robert P Sayer LLC. 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, supporting a large network of investment adviser representatives.
Timothy F
CFP®, ChFC®, Series 63, Series 66
West Des Moines, IA
LPL Financial
Timothy Fitzgerald is a CFP® and ChFC® with 24 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Waddell & Reed and Equitrust Investment Management Services. Outside of his advisory role, he is involved in tax preparation and continuing education instruction. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.
Gregory O
Series 66
West Des Moines, IA
LPL Financial
Gregory Opsal is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at The Opsal Group, LLC, Waddell & Reed Inc, and various insurance carriers before joining LPL Financial. Opsal maintains involvement with The Opsal Group, LLC as 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 institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with additional financial products and operational tools.
Laura N
CFP®, Series 63
West Des Moines, IA
LPL Financial
Laura Nilius is a CFP® professional with seven years of experience in the financial services industry. She has worked with CliftonLarsonAllen Wealth Advisors, LLC and the Foster Group before joining LPL Financial in 2022. 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, third-party asset management, and institutional platforms.
Timothy M
CFP®, Series 66
West Des Moines, IA
LPL Financial
Timothy Mclaughlin is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial since 2021. His prior roles include positions at Harvest Point Inc., Society of Financial Service Professionals, Capital City Connection, and Waddell & Reed, Inc. He is a non-profit board member of Capital City Connection. 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, retirement advice, and institutional platforms.
Collin M
CFP®, Series 66
West Des Moines, IA
LPL Financial
Collin Miller is a CFP®-certified financial advisor with six years of industry experience, currently affiliated with LPL Financial in West Des Moines, IA. He previously worked at Waddell and Reed and Harvest Point Inc. In addition to his advisory role, he is also a commissioned notary. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
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