Kent Richard Engel
Investment adviser representative at LPL Enterprise, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$24.9BFirm 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
10 years in the industry.
- LPL Enterprise, LLCJul 2025 to now
- Park Avenue SecuritiesNov 2023 to Jul 2025
- Guardian Life Insurance CompanyJul 2023 to Jul 2025
- Northwestern Mutual Wealth Management CompanyJun 2021 to Nov 2023
- Northwestern Mutual Investment Services LLCMar 2021 to Nov 2023
- Northwestern Mutual Life Insurance CompanyMar 2021 to Nov 2023
- MML Investors Services LLCJun 2020 to Dec 2020
- Capstone ColoradoMay 2020 to Jan 2021
- New York Life Insurance Co.Nov 2018 to May 2020
- Donyati LLCFeb 2018 to Nov 2018
- New York LifeNov 2017 to Feb 2018
- ProkarmaMar 2017 to Oct 2017
- CognizantSep 2016 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7046598
- Firm CRD
- 8733