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Haley Minogue

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, LLCMay 2026 to now
  2. Chili'sMar 2026 to now
  3. DoordashDec 2025 to Mar 2026
  4. Blain's Farm & FleetOct 2024 to Dec 2025
  5. UnemployedAug 2024 to Oct 2024
  6. Lifetime FitnessJan 2024 to Aug 2024
  7. TopgolfAug 2023 to Dec 2023
  8. Lifetime FitnessMay 2023 to Aug 2023
  9. P.F. Chang'sAug 2022 to May 2023
  10. Lifetime FitnessMay 2022 to Aug 2022
  11. Buffalo Wild WingsFeb 2022 to May 2022
  12. Niko's PointersDec 2021 to Jan 2022
  13. Dick's Sporting GoodsFeb 2021 to Dec 2021
  14. UnemployedMar 2020 to Feb 2021
  15. AthleticoAug 2019 to Mar 2020
  16. UnemployedJun 2019 to Aug 2019
  17. Home Health CareMay 2019 to Jun 2019
  18. Nikos Supper ClubAug 2018 to May 2019
  19. Mr. FreezeApr 2018 to Aug 2018
  20. Marengo Community High SchoolApr 2016 to Apr 2018

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

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

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
8262648
Firm CRD
8733
Advisor's SEC record (opens in a new tab)
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