Best Investors Account Sign in

Adam Douglas Spitalny

LPl Enterprise, LLC

Champaign, IL

CRD 8034583

Claim This Profile
Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Enterprise, Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-08-18
  • IL RA
    APPROVED
    Since 2025-08-18

Branch Locations

2305 Village Green Pl Suite A, Champaign, IL 61822 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Us Army Ft. Leonard Wood MO 03/2009 12/2024
Lpl Enterprise Llc Swansea IL 12/2024 Present
  • 03/2009 → 12/2024
    Us Army
    Ft. Leonard Wood, MO
  • 12/2024 → Present
    Swansea, IL
Other Businesses

1. 04/11/2025 - ADSPITALNY, LLC - SERIES 3 - Real Estate Rental - Inv Related - Peoria, IL - Start Date 04/08/2015 - 2hrs/MTH 2. 04/11/2025 - ADSPITALNY, LLC - Business Entity for Tax/Investment Purposes Only - Non Inv Related - Metamora, IL - Start Date 04/08/2015 - 4hrs/MTH 3. 04/11/2025 - ADSPITALNY S-Corp - Outside/W-2 Employment - Non Inv Related - Metamora, IL - Start Date 03/07/1996 - 0hrs/MTH 4. 04/11/2025 - Doug Spitalny - Coach/ Sports/ Fitness - Non Inv Related - Metamora, IL - Start Date 02/08/2022 - 10hrs/MTH 5. 04/11/2025-Prudential Advisors-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 04/11/2025 6. 4/11/2025-N/A Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At Metamora, IL-Start date 04/11/2025-160hrs/mth-160hrs/mth during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-18
  • S66 Uniform Combined State Law Examination
    2025-08-18

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Champaign, IL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor