Lpl Financial LLC

Investment Advisor
in Muskegon, MI

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About this Advisor

Karmen Gearhart is a financial advisor based out of Muskegon, Michigan, who has 14 years of professional experience. Gearhart is an advisor for Lpl Financial LLC. Throughout their career, they have worked at Lpl Financial, LLC and Huntington Investment Company. Gearhart has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Michigan. Lpl Financial LLC is a financial advisory company that has its headquarters in Muskegon, Michigan. The company has offices in 9,519 locations and a total of 23,035 advisors. It controls $208 billion in assets among its 892,326 customer accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to 1,956 charities and foundations. Of its 892,326 customer accounts, 28% are associated with high-net-worth investors who have greater than $1 million in assets. Lpl Financial LLC provides a number of services, including 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. Fees for financial management largely are based on which service is provided. However, fees charged by Lpl Financial LLC can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

14 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



Office Location

794 Pine Street Suite 220L
Muskegon, MI 49442-1020

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Lpl Financial LLC Brokerage Details

Total Assets Under Management


MI Average: $646,059,043
Total Number of Employees


MI Average: 13
Total Number of Accounts


MI Average: 661
Average Account Size


MI Average: $977,396

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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

Karmen Gearhart Work History

Karmen has 14 years of experience.

2012 - Present (9 years)

Lpl Financial, LLC

2006 - 2012 (6 years)

Huntington Investment Company


Karmen Gearhart has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Joshua Barbin
Johnstown, PA
Shannon Jones
Springfield, IL
A. Leslie Hornback
Louisville, KY
Michael Massengale
Lubbock, TX
Brian Cooke
Capitola, CA
Dennis Schilling
Nashville, TN
Richard Parnigoni
Woburn, MA

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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