Spencer Butterbrodt
Investment adviser representative at LPL Financial LLC
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- LPL Financial LLCJan 2024 to now
- JPMorgan Chase Bank, N.A.Nov 2019 to Jan 2024
- J.P. Morgan Securities LLCNov 2019 to Nov 2021
- U.S. BankJan 2019 to Oct 2019
- Trust Point, Inc (contracted Through Express Employment Pros.)Oct 2017 to Dec 2018
- Northwoods Paper ConvertingDec 2016 to Aug 2017
- University of Wisconsin - La CrosseSep 2015 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (TX, 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
- 7206492
- Firm CRD
- 6413