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Emily Robison

Advisor at LPL Financial

Updated today

Location

Spearfish, SD 57783-2725

Credentials

Series 66

Industry experience

4 years

About

Emily Robison is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. She has been associated with LPL Financial since 2007. Outside of her advisory role, she is a commissioned notary in Spearfish, SD, and is involved with Hometown Girl Securities, LLC, a business entity for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and delivers services through a large network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

115 N 7 Th St Ste 1

Spearfish, SD 57783-2725

Most active in

South Dakota · Texas

Work history

LPL FINANCIAL

2007 - Present (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Options & derivatives strategies
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Gwen M

Series 66

Spearfish, SD

LPL Financial

Gwen Martin is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Ameriprise Financial Services and Waddell & Reed, Inc. She also works as an insurance agent through various insurance carriers affiliated with W&R Insurance Agencies. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory operations with insurance and annuity product sales.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Series 66

Spearfish, SD

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Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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