Isaac Heard
Investment adviser representative at LPL Financial LLC
15 yearsExperience
2 statesRegistered 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
15 years in the industry.
- LPL Financial LLCAug 2025 to now
- Cetera Investment Advisers LLCSep 2024 to Jul 2025
- Cetera Investment Services LLCJan 2024 to Jul 2025
- American State BankJul 2023 to Jul 2025
- Sioux Center Public SchoolsAug 2018 to Jul 2023
- Snap FitnessJan 2018 to Aug 2018
- Northwestern CollegeAug 2013 to Dec 2017
- Vander Stoep FurnitureMay 2011 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (IA, TX).
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
- 7799590
- Firm CRD
- 6413