Lanark Financial
47yrs
Top advisor by experience in Dubuque
30yrs
Based in Dubuque, Iowa, Brian Ormord is a fiduciary financial advisor with 30 years of industry experience. Brian has been with LPL Financial since 2005. 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 170 advisors with offices in Dubuque, and one of 151 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 11% by experience in Dubuque
Office1975 Jfk Rd, Dubuque, IA 52002
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
- 2019 – nowRetireright Consulting GroupCurrent
- 2005 – nowLPL Financial LLCCurrent firm
Questions to ask Brian
Tailored to Brian’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 Brian
How do I contact Brian?
Call LPL Financial at 704-733-3300 and ask for Brian Ormord. Brian works from the Dubuque, IA office.
How long has Brian been a financial advisor?
Brian has been in the industry since 1996, about 30 years. Top 11% by experience in Dubuque.
What licenses does Brian hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brian 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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