Brett
Millsap

Lpl Financial LLC

CRD#6156055
Investment Advisor
in West Des Moines, IA
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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

Series 65, Series 63

Years of Experience

10 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

1200 Valley West Dr Ste 707
West Des Moines, IA 50266

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

IA Average: $16,012,751,954
Total Number of Employees

22,790

IA Average: 118
Total Number of Accounts

786,525

IA Average: 4,567
Average Account Size

$202,281

IA Average: $3,506,186

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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
  • Other

Brett Millsap Work History

Brett has 10 years of experience.

2018 - Present (1 year)

Lpl Financial

2012 - 2018 (6 years)

Jhfn Sii

2011 - 2013 (2 years)

First Property Managment

2010 - 2011 (1 year)

Ames Golf & Country Club

2008 - 2011 (3 years)

Iowa State University

Disclosures

Brett Millsap has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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