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Parker D Westerman

Investment adviser representative at LPL Financial LLC
13 yearsExperience
1 stateRegistered 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

13 years in the industry.

  1. LPL Financial, LLCOct 2025 to now
  2. First Bankers Trust CompanyOct 2025 to now
  3. The Knapheide Manufacturing CompanyJun 2022 to Oct 2025
  4. Southern Illinois University EdwardsvilleMay 2018 to Jun 2022
  5. Sheridan Swim ClubMay 2017 to Sep 2019
  6. John Wood Community CollegeJul 2016 to May 2018
  7. Hy-vee Grocery StoreMay 2013 to Jul 2018

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (IL).

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
8177117
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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