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Ian Armentrout

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.

  1. LPL Enterprise, LLCJan 2026 to now
  2. SmartsolveMar 2025 to Jan 2026
  3. FedexJan 2025 to Jun 2025
  4. Thermal GardMay 2024 to Aug 2024
  5. FedexSep 2023 to May 2024
  6. Compass Associates / Bgsu DiningJan 2023 to May 2023
  7. Bowling Green State UniversityAug 2022 to Dec 2025
  8. UnemployedJan 2016 to Aug 2022

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

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

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
8209716
Firm CRD
8733
Advisor's SEC record (opens in a new tab)
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