Alicia Brooke Lantz
Investment adviser representative at LPL Financial LLC
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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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
19 years in the industry.
- LPL Financial LLCMay 2024 to now
- Uw Credit UnionMay 2024 to now
- U.S. Bancorp Investments, Inc.Apr 2020 to Mar 2024
- Northwestern Mutual Investment Services, LLCSep 2017 to Mar 2020
- Northwestern Mutual Life Insurance CompanyAug 2017 to Mar 2020
- Robert W. BairdDec 2007 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 4985072
- Firm CRD
- 6413