Stifel, Nicolaus & Company
47yrs
Top advisor by experience in Brookfield
7yrs
Bernard Lynn
Financial advisor at LPL Financial
Based in Brookfield, Wisconsin, Bernard Lynn is a fiduciary financial advisor with 7 years of industry experience. Bernard has been with LPL Financial since 2021; before that, Bernard spent two years at BMO Harris 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 494 advisors with offices in Brookfield, and one of 445 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office395 N Executive Dr, Brookfield, WI 53005
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.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowLPL Financial LLCCurrent firm
- May 2019 – Mar 2021BMO Harris Financial Advisors, Inc.Previously
Contact Bernard
395 N Executive DrBrookfield, WI 53005Office · Get directions Firm main line(704) 733-3300Headquarters: LPL Financial · Fort Mill, SC Facebook pageLPL Financial
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Questions to ask Bernard
Tailored to Bernard’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 Bernard
How do I contact Bernard?
Call LPL Financial at (704) 733-3300 and ask for Bernard Lynn. Bernard works from the Brookfield, WI office.
How long has Bernard been a financial advisor?
Bernard has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Bernard hold?
Series 66. Tap any license on this page to see what it allows.
Is Bernard a fiduciary?
Bernard is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bernard paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Bernard 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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