LPL Enterprise
44yrs
Top advisor by experience in Roseville
9yrs
Thomas Breen
Financial advisor at LPL Financial
Thomas Breen has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Roseville, Minnesota. Thomas has been with LPL Financial since 2022; before that, Thomas spent less than a year at Cuna Brokerage Services. 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 64 advisors with offices in Roseville, and one of 52 fiduciaries.
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
Office2750 Snelling Ave N, Roseville, MN 55113
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
- 2022 – nowLPL Financial LLCCurrent firm
- Apr 2022 – May 2022Cuna Brokerage Services, Inc.Previously
Contact Thomas
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Thomas. 2750 Snelling Ave NRoseville, MN 55113Office · Get directions Facebook pageLPL Financial
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Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- 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 Thomas
How do I contact Thomas?
Call LPL Financial at (704) 733-3300 and ask for Thomas Breen. Thomas works from the Roseville, MN office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2018, about 9 years. 9 years in the industry.
What licenses does Thomas hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thomas paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Thomas 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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