Lpl Financial LLC
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About this Advisor
Brett Millsap is a financial advisor who lives in West Des Moines, Iowa. Currently an investment advisor at Lpl Financial LLC, they have gathered 10 years of experience as an investment advisor. Millsap has Series 65 and Series 63 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Millsap is able to serve customers in Iowa. Over the course of their career, Millsap has held roles at Iowa State University, Jhfn Sii, First Property Managment, Ames Golf & Country Club and Lpl Financial. Lpl Financial LLC is based out of West Des Moines, Iowa, and operates out of 8,011 brick-and-mortar locations across the country. In total, Lpl Financial LLC oversees $153 billion in assets dispersed across 680,466 client accounts and employs more than 22,703 people. The amount of assets the firm manages makes it one of the largest firms in the country. The firm manages 655,827 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 23% of the advisor firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Lpl Financial LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Brett Millsap Work History
Brett has 10 years of experience.
First Property Managment
Ames Golf & Country Club
Iowa State University
Brett Millsap has disclosures.
Please visit their SEC profile for more details.
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