Brendan S Hertzog
Investment adviser representative at LPL Enterprise, LLC
10 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
10 years in the industry.
- LPL Enterprise, LLCNov 2025 to now
- AldiOct 2024 to Jul 2026
- Lowe'sJun 2022 to Oct 2024
- Sams ClubFeb 2021 to Jun 2022
- Millersville University of PennsylvaniaAug 2020 to May 2025
- AmazonJul 2020 to Dec 2020
- Country MeadowsMar 2020 to Jul 2020
- Hobby LobbyNov 2019 to Feb 2020
- Rite AidOct 2018 to Nov 2019
- Emmaus High SchoolAug 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8186870
- Firm CRD
- 8733