Lon Lederman & Jared Arn
1015 1st Center Avenue
Brodhead, WI 53520
608-897-3015
jared.arn@lpl.com

LPL at a Glance

Thoughtful, balanced financial guidance is a fundamental need for everyone. We provide financial professionals and institutions the tools they need to develop meaningful, long-term client relationships. We help independent financial professionals support their clients with research, technology, compliance, access to an ever-growing array of products, continuing education, and more. Our dedicated Institution Services division focuses exclusively on the needs of financial institutions and their diverse clients.

Corporate Snapshot


  • 1989

    LPL is founded through the merger of Linsco (est. 1968) and Private Ledger (est. 1973)

  • $5.71b

    Trailing 12-Month Gross Revenue

  • 17,168

    Financial Professionals

    4,658

    LPL Employees

Recognition


Client Assets Serviced and Custodied

LPL Across America

LPL has home offices in Austin, Boston, Fort Mill, and San Diego, and financial professionals located in all 50 states.

Banks and Credit Unions


Largest provider of third-party investment services to banks and credit unions2

These financial institution partners comprise:

$36.6B

Advisory Assets

$710.8M

Trailing 12-Month Gross Revenue

$95.1B

Brokerage Assets

2,534

Financial Professionals

  • LPL backs the wisdom and experience of independent professionals with a catalog of services and resources, including:

  • Objective market research

  • Innovative technology with leading cybersecurity functionality

  • Compliance oversight

  • Ongoing practice consulting and training

Data as of 9/30/20

1 Source: 2019 WealthManagement.com Industry Awards

2 2019/2020 Kehrer Bielan TPM Survey. Based on financial institution market share.