Broker Check

Integrated Strategies
For Every Step of Life

  • Main Office:
  • 102 South Main Street
  • Bluffton, OH 45817
  • 419.358.8060
  • cwmg@lpl.com

About LPL Financial

The Nation's Largest Independent Broker/Dealer

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation.* For more than four decades the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients' wealth.

*As reported in Financial Planning magazine 1996-2013, based on total revenues.

A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best - help their clients attain their financial goals and fulfill their dreams.

Serving You Nationwide

With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:

  • Enabling technology
  • Comprehensive clearing and compliance services
  • Practice management programs and training
  • Independent research

LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly unbiased, conflict-free advice and investment recommendations.

LPL Financial Advisors

Thousands of financial advisors nationwide rely on LPL Financial to help pursue their clients' financial needs. They do so by using the firm's tools and resources that help them discover their clients' priorities, dreams and passions; analyze and develop financial plans that support every stage of their clients' lives; and make product recommendations that put clients on the path to pursuing their goals.

To Learn More

For more information about LPL Financial, visit www.lpl.com.