TrueAdvisor
TrueAdvisor
AA
AA

Alexander Anderson

LPL Enterprise, LLC
7 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningTax PlanningDivorce PlanningInvestment Management
LPL Enterprise, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2725 advisors
Number of Clients
86,726 clients
Average Client Portfolio
$217K average
Assets Under Management
$18.9B

Fee Structure

Location

13625 California St Ste 200, [Gl-Rbo], Omaha, NE, 68154

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
LPL Enterprise, LLCBroker
November 2025 - Present · 3 mos
Mwa Financial Services, INC.
July 2025 - Present · 7 mos
Mwa Financial Services INC.Broker
July 2025 - Present · 7 mos
Previous Registrations
Wells Fargo Advisors
June 2023 - July 2025 · 2 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
March 2023 - July 2025 · 2 yrs 4 mos
Axos Clearing LLCBroker
June 2022 - February 2023 · 8 mos
TD Ameritrade Clearing, INC.Broker
January 2018 - April 2020 · 2 yrs 3 mos
TD Ameritrade, INC.Broker
May 2017 - January 2022 · 4 yrs 8 mos
State Registrations1 state
NE
AdvisorBrokerBoth
Exams
No exam information available for this advisor.