David Adam Holstein
Investment adviser representative at LPL Enterprise, LLC
10 yearsExperience
3 statesRegistered in
$24.9BFirm assets
2 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
10 years in the industry.
- LPL Enterprise, LLCMay 2026 to now
- First State Bank & TrustJul 2023 to May 2026
- Infinex Investments, Inc.Jul 2023 to May 2026
- Blue Collar Retirement Group LLCApr 2022 to Jul 2023
- Cetera Investment Advisers LLCAug 2019 to Apr 2022
- Cetera Investment Services LLCAug 2019 to Apr 2022
- Enterprise Bank & TrustAug 2019 to Apr 2022
- Edward JonesMar 2018 to Sep 2019
- Kvp InternationalMay 2016 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 3 states (KS, MO, TX).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 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
- 6908430
- Firm CRD
- 8733