West Jordan, UT South Center Park Drive 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

7167 South Center Park Drive, Floor 2

West Jordan UT 84084

Advisors at this office

19

Advisors at this office

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Robert H

Series 63, Series 66

West Jordan, UT

LPL Financial

Robert Higgins is a financial advisor with LPL Financial in West Jordan, Utah. He holds Series 63 and Series 66 licenses and has five years of industry experience. His work history includes roles at Mountain America Credit Union, Key Investment Services, Fidelity Brokerage Services, and KeyBank. Outside of finance, he has experience in the restaurant industry, having worked at Trio Cafe and Stanza Italian Bistro. 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 extensive technological tools and a large 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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Elijah G

Series 66

West Jordan, UT

LPL Financial

Elijah Garner is a financial advisor with LPL Financial holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2023, he has held roles at Mountain America Credit Union and various positions in the hospitality sector. 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 other institutions through a large network of investment adviser representatives. The firm offers a range of solutions 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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Stewart C

CFP®, Series 66

West Jordan, UT

LPL Financial

Stewart Campbell is a CFP® with 16 years of industry experience, currently serving as a financial advisor at LPL Financial since 2010. He also has a role at Mountain America Credit Union dating back to 2009. Outside of advisory work, he is an adjunct professor at Utah Valley University. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management options, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

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

Series 66

West Jordan, UT

LPL Financial

Garrett Johnson is a Series 66-licensed financial advisor at LPL Financial with two years of industry experience. Prior to joining LPL in 2023, he worked with Mountain America Credit Union and has additional experience in education and nonprofit roles. Outside of his advisory work, he is a partner at Roys Records, a home-based business. 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 investment management solutions, supported by model portfolios, third-party subadvisors, and technology-driven operational tools.

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

Series 63, Series 65

West Jordan, UT

LPL Financial

Ryan Taylor is a financial advisor with LPL Financial in West Jordan, Utah, holding Series 63 and Series 65 licenses. He has two years of industry experience, including prior roles at Morgan Stanley and Mountain America. 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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Zakary F

Series 63, Series 65

West Jordan, UT

LPL Financial

Zakary Fresh is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Mountain America Credit Union, First Citizens Investor Services, SVB Wealth LLC, and Fidelity Investments. He has experience across various financial services firms and also worked in non-financial roles at University of Utah Health and West Valley Family Fitness Center. 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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Matthew M

Series 66

West Jordan, UT

LPL Financial

Matthew Meese is a financial advisor with LPL Financial who holds a Series 66 designation and has 20 years of industry experience. He previously worked at Merrill for three years before joining LPL Financial in 2009. Outside of advisory services, he is involved as an agent in non-variable insurance products, including Medicare Advantage plans and term life insurance. 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 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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Cameron F

Series 66

West Jordan, UT

LPL Financial

Cameron Fisher is a financial advisor with LPL Financial in West Jordan, UT, holding a Series 66 credential and two years of industry experience. He has worked with several financial and credit union firms, including Mountain America Credit Union and Fidelity Investments. Outside of his advisory role, Fisher is involved with Fisher Capital Ventures, a real estate-related business. 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 range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

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

Series 66

West Jordan, UT

LPL Financial

Sean Wixom is a financial advisor with LPL Financial, holding a Series 66 designation and currently based in West Jordan, Utah. He joined LPL Financial and Mountain America Investment Services in 2025 and has prior work experience outside the financial industry, including roles at Costco Wholesale and Buffalo Wild Wings. 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 range of advisory and brokerage services with various portfolio management options, supported by technology and a broad 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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Kristi C

Series 66

West Jordan, UT

LPL Financial

Kristi Chapman is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Her prior experience includes eight years with Wells Fargo Bank and Wells Fargo Clearing Services. She is also involved with Mountain America 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.

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

Series 66

West Jordan, UT

LPL Financial

Mitchell Collett is a financial advisor with LPL Financial based in West Jordan, Utah. He holds a Series 66 designation and has four years of industry experience. His prior roles include positions at Mountain America Credit Union and Leavitt Insurance Group of Vernal. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customizable strategies.

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

Series 66

West Jordan, UT

LPL Financial

Jacob Baker is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, he worked at Mountain America Credit Union and America First Credit Union, and spent seven years at Discount Tire Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms. The firm supports its advisors with extensive operational and research tools and oversees over $819 billion in discretionary assets across more than 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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Kyle R

Series 63, Series 65

West Jordan, UT

LPL Financial

Kyle Rhoades is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Fidelity Brokerage Services, LLC and Mountain America Credit Union. Rhoades is based in West Jordan, Utah. 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 variety of services including financial planning, model portfolio programs, third-party asset management, 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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Tanner H

Series 66

West Jordan, UT

LPL Financial

Tanner Hummel is a financial advisor with LPL Financial, holding a Series 66 designation and starting his advisory career in 2025. Prior to joining LPL Financial, he has experience in positions at Mountain America Credit Union, Utah Valley University, and T-Mobile. 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, and institutional platforms, supported by advanced technology and a large 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
user avatar

Maika P

Series 66

West Jordan, UT

LPL Financial

Maika Parker is a financial advisor with LPL Financial in West Jordan, UT, holding the Series 66 designation and two years of industry experience. She has worked with Mountain America Credit Union since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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 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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