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CRD 3170402
LPl Financial LLC CRD 6413
$819B regulatory AUM 209,600 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-02-03 |
Branch Locations
5101 Madison Ave, Indianapolis, IN 46227 • United States
5055 Madison Ave., Indianapolis, IN 46227 • United States
520 W Patterson Dr, Bloomington, IN 47403 • United States
7110 W 10Th St, Indianapolis, IN 46214 • United States
4005 Westfield Rd, Plainsfield, IN 46062 • United States
6702 Whitestone Pkwy, Zionsville, IN 46077 • United States
1604 S State Rd, Greenwood, IN 46143 • United States
420 University Blvd Ste 205, Indianapolis, IN 46202 • United States
5047 Madison Ave, Indianapolis, IN 46227 • United States
1073 West Jefferson St, Franklin, IN 46131 • United States
1115 N Madison Ave, Greenwood, IN 46142 • United States
9710 Butterfly Dr, Noblesville, IN 46060 • United States
13220 Olio Rd, Fishers, IN 46037 • United States
7470 E 82Nd St, Indianapolis, IN 46256 • United States
4790 E 96Th St, Carmel, IN 46240 • United States
136 N Delaware St, Indianapolis, IN 46204 • United States
2401 University Ave, Muncie, IN 47303 • United States
3647 W State Rd 46, Bloomington, IN 47404 • United States
95 S Mitthoeffer Rd, Indianapolis, IN 46229 • United States
8910 Wesleyan Rd, Indianapolis, IN 46268 • United States
1619 E 38Th St, Marion, IN 46953 • United States
10438 E Us 36, Avon, IN 46123 • United States
2210 Stafford Rd, Plainsfield, IN 46168 • United States
1701 Albany Ave, Beech Grove, IN 46107 • United States
3975 W 106Th St, Carmel, IN 46032 • United States
5940 Stop 11 Rd, Indianapolis, IN 46237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl | Plainfield | IN | 08/2013 | 09/2016 |
| Cetera Investment Services Llc | St. Cloud | MN | 09/2016 | 01/2025 |
| Lake City Investments | Greenwood | IN | 09/2016 | 01/2025 |
| Cetera Investment Advisors | Warsaw | IN | 10/2016 | 01/2025 |
| Indiana Members Credit Union | Greenwood | IN | 02/2025 | Present |
| Lpl Financial Llc | Greenwood | IN | 02/2025 | Present |
1. 02/03/2025- Indiana Members Investment Services- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-19 |
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