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  • LPL Financial

    • Financial Services & Investments
    • Investment & Financial Services
    • Financial Consultants
    7889 Red Arrow Highway
    Stevensville, MI 49127
    (269) 982-2710
    1-866-751-1241
    (269) 924-0959 (fax)
    Hours:
    Monday - Friday 8:30 am to 5:00 pm

    About Us

    LPL Financial provides a leading source of objective advice for accumulating and managing personal wealth. Whether you are saving for a child's college education or helping to support an aging parent, read more
    • About

      LPL Financial provides a leading source of objective advice for accumulating and managing personal wealth. Whether you are saving for a child's college education or helping to support an aging parent, you are faced with a wide array of financial considerations - all this while you prepare for your own retirement and consider what's to be done with your own estate. At LPL Financial, our expert and experienced financial advisors will design a customized plan to guide you and help you realize your dreams.

      LPL Financial has been named the nation's #1 independent brokerage firm for 19 consecutive years.* Independence at LPL Financial translates to more freedom of product choice, more quality service, more regulatory expertise, and more technological capabilities. LPL Financial seeks to fulfill your needs with suitable options from a wide range of the nation's top providers of:

      Mutual funds
      Comprehensive asset management accounts
      Varible and fixed annuities
      Individual stocks and bonds
      Estate, college, business, tax and retirement planning
      Domestic and foreign securities
      Alternative investments Insurance
      Trust Services

      *Based on total revenues as reported in Financial Planning magazine, June 1996-2015.

    • Highlights

      • Investment Mangement
      • Financial Planning
      • Insurance
      • Retirement Plans
      • Wealth Management
    • Media

    • Whom to Contact

      • Lucas Brown
        LPL Financial Registered Prinicpal
        7889 Red Arrow Highway
        Stevensville, MI 49127
        Phone: (269) 982-2710
        Fax: (269) 924-0959
      • Nicole Coar
        Registered Sales Associate
        7889 Red Arrow Highway
        PO Box 198
        Stevensville, MI 49127
        Phone: (269) 982-2710
        Fax: (269) 924-0959
      • Victoria Holt
        Investment Representative
        7889 Red Arrow Highway
        PO Box 198
        Stevensville, MI 49127
        Phone: (269) 982-2710
        Fax: (269) 924-0959
    • Directions

      Our offices are located on Red Arrow Highway in Stevensville, Michigan just south of the Cook Nuclear Power Plant entrance. We also have offices within Edgewater Bank.