Lpl Financial LLC

Investment Advisor
in Roseau, MN

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About this Advisor

Brian Mcmillin is a certified financial planner who lives in Roseau, Minnesota. Currently a registered advisor at Lpl Financial LLC, Mcmillin has 10 years of work experience as a financial advisor. Mcmillin maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Mcmillin is registered to serve customers based out of Minnesota. The advisor has gained experience at Investment Centers Of America, Dijon Hockey Club, Allen Americans Hc, Coventry Blaze Hc, Kalamazoo Wings Hc and Lpl Financial LLC. Lpl Financial LLC is headquartered in Roseau, Minnesota, and has 9,519 additional brick-and-mortar locations throughout the nation. In aggregate, Lpl Financial LLC manages $208 billion in assets dispersed across 892,326 accounts and employs more than 23,035 people. The firm's total assets under management places it among the biggest financial advisory firms in the United States. The firm manages 890,301 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 28% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Lpl Financial LLC provides 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

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



Office Location

102 2Nd Street Se, Suite A
Roseau, MN 56751

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Lpl Financial LLC Brokerage Details

Total Assets Under Management


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


MN Average: 13
Total Number of Accounts


MN Average: 661
Average Account Size


MN 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

Brian Mcmillin Work History

Brian has 10 years of experience.

2017 - Present (5 years)

Lpl Financial LLC

2016 - 2017 (1 year)

Investment Centers Of America

2015 - 2016 (1 year)

Dijon Hockey Club

2013 - 2015 (2 years)

Allen Americans Hc

2013 - 2013 (< 1 year)

Coventry Blaze Hc

2010 - 2013 (3 years)

Allen Americans Hc

2010 - 2010 (< 1 year)

Kalamazoo Wings Hc


Brian Mcmillin has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Ernest Escobar
Mahwah, NJ
John Lewis
Moscow, PA
Richard Gankofskie
Kennesaw, GA
Robert Stanley
Scranton, PA
Jody James
Lewiston, ME
William Pretory
Basking Ridge, NJ
Hugh Coonrod
Naperville, IL

The content in this profile was updated on 08/06/2020, using data 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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