Kevin Dale Engebretson
Investment adviser representative at LPL Financial LLC
17 yearsExperience
1 stateRegistered 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
17 years in the industry.
- LPL Financial LLCFeb 2026 to now
- LPL Enterprise, LLCNov 2024 to Feb 2026
- Prudential Insurance Company of AmericaMay 2019 to Feb 2026
- Pruco Securities, LLC.May 2019 to Nov 2024
- AXA Advisors, LLCJan 2018 to May 2019
- Star PartnersOct 2015 to Nov 2016
- Rockford Area Athletic AssociationSep 2014 to Sep 2017
- Various Insurance Carriers for W & R Insurance AgenciesDec 2009 to Dec 2017
- Waddell and Reed, Inc.Sep 2009 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 5712929
- Firm CRD
- 6413