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Dan Brown

National Wealth Management Group / LPL Financial

11260 Chester Rd Suite 250

location-iconCincinnati, OH 45246

call-icon513-391-3187

National Wealth Management Group

About National Wealth Management Group / LPL Financial

LPL was Founded in 1989 , and currently has over 18,000 advisors, 800 financial partners , and Fortune 500 Company.

See Disclosures

General Information

Firm Start Year

1996

No. of Employees

2-4

Services

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Disclosures

RetirementPlanning.net provides referrals to financial professionals of LPL Financial, LLC (LPL). RetirementPlanning.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RetirementPlanning.net cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.


LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf