Willmar, MN Third St SW 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
331 Third St SW, Ste 3
Willmar MN 56201
Advisors at this office
4
Advisors at this office
James R
Series 66
Willmar, MN
LPL Financial
James Rudnick is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2012. He is also a partner at Conway Deuth & Schmeissing, an accounting practice, where he has been involved since 1991. 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 a range of advisory and brokerage services supported by extensive operational and research tools, with a platform that includes model portfolios, third-party asset management, and institutional programs.
Alec S
Series 66
Willmar, MN
LPL Financial
Alec Saunders is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and previously worked at Avantax Advisory Services for two years before joining LPL Financial in 2016. Outside of advising, he is involved in tax preparation through Taatjes Financial Group. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research and operational tools.
Brian H
CFP®, Series 66
Willmar, MN
LPL Financial
Brian Hooper is a CFP®-credentialed financial advisor with 21 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Edward Jones and Waddell & Reed. He is also associated with Conway, Dueth & Schmiesing, PLLP, and provides insurance solutions as an agent in a related business activity. 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, combining advisory services with a broad range of financial products and partnerships.
Jennifer L
Series 66
Willmar, MN
LPL Financial
Jennifer Lownsbury is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. She has been with LPL Financial since 2012 and also has over two decades of experience at Conway, Deuth & Schmiesing, PLLP. Lownsbury serves as the township treasurer for Dovre Township, managing financial records and presentations. 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 provides a range of advisory and brokerage services through a large network of investment adviser representatives and offers various investment programs including model portfolios, third-party asset management, and institutional platforms.
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