Alan Dale Knepper
Investment adviser representative at LPL Enterprise, LLC
9 yearsExperience
1 stateRegistered 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
9 years in the industry.
- LPL Enterprise, LLCMar 2025 to now
- InstacartMar 2025 to Mar 2025
- UberMar 2025 to Mar 2025
- UnemployedJan 2025 to Mar 2025
- Pactiv EvergreenJun 2023 to Jan 2025
- UnemployedMar 2023 to Jun 2023
- Nexii Building SolutionsNov 2021 to Mar 2023
- Mauch Chunk Trust CompanyJun 2020 to Nov 2021
- Abacus SolutionsApr 2020 to Jun 2020
- Bloomsburg UniversityMay 2019 to May 2021
- Student/unemployedAug 2018 to May 2019
- McdonaldsJun 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 8066928
- Firm CRD
- 8733