Nicholas Bogani
Investment adviser representative at LPL Enterprise, LLC
12 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
12 years in the industry.
- LPL Enterprise, LLCAug 2025 to now
- Taco BellAug 2023 to Aug 2023
- Best BuyJun 2023 to Jul 2023
- Associated Students of the University of WyomingMay 2023 to May 2025
- University of WyomingDec 2022 to Aug 2025
- Colorado State UniversityMay 2022 to Dec 2022
- Taco BellJun 2020 to Nov 2021
- Rock Canyon High SchoolSep 2018 to May 2022
- Ascent Classical AcademyMay 2018 to Sep 2018
- Vanguard College Preparatory SchoolMay 2017 to May 2018
- St. Mary's AcademyMay 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 8145486
- Firm CRD
- 8733