Warren Brewer
Advisor at LPL Enterprise
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
East Tawas, MI 48730
Credentials
Series 63, Series 66
Industry experience
23 years
About
Warren Brewer is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he owns a business involved in buying and selling pool sticks. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm provides financial planning and access to model portfolios and third-party asset management programs, combining advisory services with brokerage and insurance offerings.
Client services
Based on LPL Enterprise
Financial planning
Portfolio management
Educational seminars or workshops
Consulting and other non-discretionary advisory services
Consulting and other non-discretionary advisory services
Fee options
Flat fees for financial planning services as negotiated with the IAR.
Up to $500 per hour for financial planning and consulting services.
Fee-only: Financial planning fees typically range from $0 to $15,000 or up to $500 per hour, negotiable and may be discounted or complimentary.
Location
211 Newman Street, B 36
East Tawas, MI 48730
Most active in
Warren B has reported serving >5 clients in these states in the last 12 months.
Michigan
Work history
LPL Enterprise
2024 - Present (2 years)
Prudential Insurance Company of America
2002 - Present (24 years)
Pruco Securities, LLC.
2002 - 2024 (22 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Series 65
Oscoda, MI
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Allison M
Series 63, Series 65
Oscoda, MI
The huntington Investment company
Allison Morris is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at The Huntington Investment Company and Huntington National Bank since 2015. Outside of her advisory role, Allison is active as a fine artist, creating charcoal, ink, and acrylic abstract paintings. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm operates an open-architecture, model-driven platform and offers specialized program options including Private Wealth Consulting, managing approximately $6.3 billion in assets across nearly 400 advisors.
Mark S
Series 63, Series 66
Oscoda, MI
Edward Jones
Mary G
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East Tawas, MI
Edward Jones
Sheila M
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Tawas City, MI
Edward Jones
Savannah B
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East Tawas, MI
Edward Jones
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