LPL Woodbury

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LPL Woodbury

652 Bielenberg Drive, Suite 201
Woodbury, MN 55125
Phone: (612) 315-5929

Locations:
  • Woodbury, MN
Website(s):
Total Office Members: 13
Total Advisors: 5
Description:

The LPL Woodbury office is a collaboration of five DBA's: Clear Wealth Planning Solutions, Willow River Wealth Management, Two Rivers Wealth Management, Jupiter Wealth Planning, Pursuit Wealth Management.

Open to expansion in the following regions: Minnesota, Wisconsin
Our Focus Areas
  • Ultra-High-Net-Worth
  • High-Net-Worth
  • Financial Planning
  • Investment Management
  • Tax Management
  • Income Planning
  • Retirement (401k)
  • Business Services
  • Female Clients
  • Consultation Services
  • Insurance
We Offer
  • Remote Work Setup
  • W2
  • 1099
  • In-House Portfolios
  • DIY Portfolios
  • Marketing
  • Administrative Support
  • Coaching
Technology Stack
  • CRM: SalesForce
  • Financial Planning: eMoney
  • Trading Platform: Orion & Enhanced Trading
  • Performance Reporting: Orion & ClientWorks
  • Client Portal: eMoney & ClientWorks
  • 401(k) Software: Pontera
  • Advisor Compensation: AdvisorBOB
Firm Custodians
  • Charles Schwab
  • Fidelity
  • LPL Financial
  • SEI Investments
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Contact Us

Berwyn, PA

920 Cassatt Rd, Suite 202
Berwyn, PA 19312

(610) 296-7630

Wilmington, DE

1200 Pennsylvania Ave, Suite 202
Wilmington, DE 19806

(302) 483-7200

Braintree, MA

30 Braintree Hill Office Park, Suite 202
Braintree, MA 02184

(610) 296-7630

Boca Raton, FL

3837 NW Boca Raton Blvd, Suite 100
Boca Raton, FL 33431

(610) 296-7630