Photo of Luke Brown Photo of Vicki Holt Photo of Nicole Coar
  • 269-982-2710
  • 866-751-1241

Why LPL Financial

At LPL Financial we are not locked into selling you only our investment products like many other firms. In fact, we do not offer ANY proprietary products – we only offer objective, uncomplicated, independent advice to help you choose the investment products and strategies that are right for your unique needs.  So when we say we'll build you a custom plan - we mean we'll select from thousands of products offered by hundreds of third-party product sponsors to find the one that's right for you.  

Independence at LPL Financial translates to more freedom of product choice, more quality service, more regulatory expertise, and more technology capabilities.  We seek to fulfill your needs with personalized options from a wide range of the nation's top providers of:

  • Mutual funds
  • Comprehensive asset management accounts
  • Variable and fixed annuities
  • Individual stocks and bonds
  • Estate, college, business, tax and retirement planning
  • Domestic and foreign securities
  • Alternative investments
  • Insurance
  • Trust Services

As the nation’s #1 independent brokerage firm for more than 20 consecutive years*, we believe that objective financial guidance is a fundamental need for everyone.

* As reported by Financial Planning magazine, June 1996-2017, based on total revenue.