Shawn
Macken
Lpl Financial LLC
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About this Advisor
Shawn Macken is a financial advisor working in West Point, Nebraska who has 2 years of relevant experience. Macken is on the advisory team at Lpl Financial LLC. The advisor has gained experience at Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, The Expanse Team LLC, Edge Technologies, LLC, Expanse Wealth Management (Dba), Expanse Holdings, LLC, Lpl Financial LLC and Gms Benefits Inc. Macken has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Nebraska and Texas. Lpl Financial LLC is a financial advisory business operating out of Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 financial advisors. It has $368 billion in assets across its 1,688,501 accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Lpl Financial LLC offers a diverse array of services, such as 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. Financial management fee schedules largely are based on which services the firm provides the client. However, fees billed by Lpl Financial LLC most likely consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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
Shawn Macken Work History
Shawn has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Expanse Holdings, LLC
Expanse Wealth Management (Dba)
Gms Benefits Inc
Edge Technologies, LLC
The Expanse Team LLC
Various Insurance Carriers For W&R Insurance Agencies
Waddell & Reed, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Shawn Macken to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Los Angeles, CA
Rochester, NY
Denver, CO
Aptos, CA
Worcester, MA
Buffalo, NY
Westerville, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
