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Brandon Kent Ebert

Investment adviser representative at LPL Financial LLC
23 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

23 years in the industry.

  1. LPL Financial LLCJul 2021 to now
  2. Parpoints Golf, LLCAug 2019 to now
  3. Be Wealth (dba)Aug 2017 to now
  4. Holmquist Estates Homeowners AssociationJun 2017 to now
  5. First Tee SalinaJun 2016 to now
  6. Salina Art Center EndowmentJun 2016 to now
  7. Efour IncSep 2014 to now
  8. Smart Start SportsSep 2004 to now
  9. Various Insurance Carriers for W & R Insurance AgenciesJan 2004 to now
  10. Waddell & Reed, IncAug 2003 to now
  11. Salina Community TheatreOct 2017 to Mar 2020
  12. Lift ScholarshipMar 2016 to Jun 2019
  13. Salina Area Chamber of CommerceJan 2016 to Jun 2020
  14. Salina Area United WayAug 2009 to Sep 2019
  15. St Elizabeths Ann Seton ChurchSep 2004 to Jun 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2003
  • Series 65 · Uniform Investment Adviser Law2003

State registrations

Registered as an investment adviser representative in 2 states (KS, TX).

LPL Financial LLC

$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4709481
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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