Woodburn, OR Meridian Drive Office
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LPL Financial
Institution
Firm-wide stats for LPL Financial
About
LPL Financial is an SEC‑registered investment adviser and broker‑dealer that serves individuals (including high‑net‑worth and non‑HNW clients), retirement plans and plan participants, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives (IARs). The firm offers financial planning, a variety of advisory programs (wrap, model and TAMP offerings), retirement plan consulting, 529 account management, and brokerage services, with program descriptions and client agreements provided through the IARs.
The firm provides both discretionary and non‑discretionary management across its programs and makes available model portfolios and research from LPL Research, third‑party subadvisors, and TAMP sponsors; LPL Research describes strategic (three‑ to five‑year) and tactical model approaches and supports diversified and alternative strategies. LPL also offers overlay portfolio management, direct indexing options, the Bank Wealth Program for institutional clients, and participant advice programs (IPA/OPA), and discloses use of technologies such as machine learning along with broad risk disclosures for many security types.
Compared with many peers, LPL’s brochure documents a substantial scope of non‑advisory product activity—an affiliated insurance agency (LPLIA) and continued insurance product sales by IARs, a collateralized lending program including LPL’s Secured Credit Account, and a credit‑card offering through a partner bank—alongside its advisory businesses. The brochure also discloses that LPL advertises performance results but does not present hypothetical performance, and it includes a summary of recent regulatory enforcement matters and remedial undertakings.
Based on LPL Financial
Location
1393 Meridian Drive #2
Woodburn OR 97071
Advisors at this office
5
Advisors at this office
Michael K
Series 66
Woodburn, OR
LPL Financial
Michael Kuebler is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has been with LPL Financial since 2020 and is also the owner of Vagabond Vans LLC, a camper-van rental business based in Portland, Oregon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.
Cade B
Series 66
Woodburn, OR
LPL Financial
Cade Butterworth is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at Legacy Financial, Towne Park, and Jim Kuhlman State Farm. Butterworth also serves as an infantryman in the Oregon Army National Guard. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting supported by research and model portfolios from multiple sources.
Russell M
Series 63, Series 65
Woodburn, OR
LPL Financial
Russell Murfitt is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Royal Alliance for 17 years before joining LPL Financial in 2020. Outside of advising, he owns a photography business based in Sherwood, OR. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.
Brenna V
Series 66
Woodburn, OR
LPL Financial
Brenna Vitus is a financial advisor at LPL Financial with three years of industry experience. She holds the Series 66 designation and has previous work experience at Preferred Property Management, Inc. She is also a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.
Laura D
Series 66
Woodburn, OR
LPL Financial
Laura Dix is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. She has been with LPL Financial since 2008. Outside of her advisory role, she is involved with Booshie and Bubby LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by LPL Research and third-party resources.
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