LPL Financial
43yrs
Top advisor by experience in Clarkston
35yrs
Neil Bitzer is a fiduciary financial advisor in Clarkston, Michigan, with 35 years in the industry. Neil joined LPL Financial in 2020, after 12 years at Osaic Wealth and four years at Voya Financial Advisors. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 91 advisors with offices in Clarkston, and one of 88 fiduciaries.
At a glance
Experience35 years (since 1992)
How that compares ?Top 9% by experience nationwide
Office8031 Ortonville Rd Suite 120, Clarkston, MI 48348
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowLPL Financial LLCCurrent firm
- 2008 – 2020Osaic Wealth, Inc.Previously
- 2001 – 2004Voya Financial Advisors, Inc.Previously
Contact Neil
Local office(248) 822-5000Ask for Neil. (704) 733-3300Main office · Fort Mill, SC 8031 Ortonville Rd Suite 120Clarkston, MI 48348Office · Get directions Facebook pageLPL Financial
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Questions to ask Neil
Tailored to Neil’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Neil
How do I contact Neil?
Call Neil’s local office at (248) 822-5000 or the LPL Financial main office at (704) 733-3300, and ask for Neil Bitzer.
How long has Neil been a financial advisor?
Neil has been in the industry since 1992, about 35 years. Top 9% by experience nationwide.
What licenses does Neil hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Neil a fiduciary?
Neil is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Neil paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Neil for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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