Westlake Village, CA E.Thousand Oaks Blvd Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

5

Of 22,716 advisors across 10,432 offices

Location

4540 E.Thousand Oaks Blvd, Ste 100

Westlake Village CA 91362

Advisors at this office

5

Advisors at this office

user avatar

Robert K

Series 66

Westlake Village, CA

LPL Financial

Robert Kernochan is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Lincoln Financial Advisors and Nathanson & Kernochan. Kernochan also operates Kernochan & Associates, a tax preparation and accounting firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing diversified investment strategies supported by extensive research and technology.

College savings (529s, UTMA, etc.)
user avatar

Jaclyn M

CFP®, Series 63, Series 66, Series 65

Westlake Village, CA

LPL Financial

Jaclyn Mercer is a Certified Financial Planner® with 10 years of industry experience. She is currently affiliated with LPL Financial and has previously worked at Flourish Wealth Management Inc., Ellevest, and Summit Wealth Management Group. Mercer holds multiple securities licenses including Series 63, 65, and 66. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and in-house research.

College savings (529s, UTMA, etc.)
user avatar

Scott N

CFP®, Series 66

Westlake Village, CA

LPL Financial

Scott Nelson is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial since 2024. He previously worked for Lincoln Financial Advisors for 18 years and is employed by California Lutheran University, where he has been engaged since 2013. Nelson is also involved in non-variable insurance sales as an ancillary business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary portfolio management supported by internal and third-party research.

College savings (529s, UTMA, etc.)
user avatar

Christopher G

Series 65, Series 63

Westlake Village, CA

LPL Financial

Christopher Green is a financial advisor at LPL Financial with two years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at Lincoln Financial Advisors, Empower Financial Services, and Northwestern Mutual. Outside of his advisory role, he is involved with Geoffrey's Malibu and 4Points Expeditions. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research from internal and third-party sources.

College savings (529s, UTMA, etc.)
user avatar

Kamie A

CFP®, Series 66

Westlake Village, CA

LPL Financial

Kamie Abraham is a financial advisor with LPL Financial in Westlake Village, CA, holding the CFP® designation and Series 66 license. She has 12 years of industry experience, including a decade at Lincoln Financial Advisors Corporation before joining LPL Financial in 2024. Abraham is also involved with Abraham Financial Planning LLC, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement consulting services supported by research and model portfolios.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")