Owen Gortner
Investment adviser representative at LPL Enterprise, LLC
11 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
11 years in the industry.
- LPL Enterprise, LLCJul 2026 to now
- Equitable Advisors, LLCMay 2026 to Jun 2026
- Bellevue School DistrictAug 2025 to Oct 2025
- Crossfire PremierMay 2025 to Apr 2026
- UnemployedOct 2024 to Apr 2025
- Keyence Corporation of AmericaJan 2024 to Oct 2024
- Seattle Pacific UniversityJan 2020 to Jun 2023
- Loyola Marymount UniversityAug 2018 to Dec 2019
- Dalton ElectricJan 2017 to Jan 2024
- Interlake High SchoolSep 2015 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 8258209
- Firm CRD
- 8733