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Elizabeth Walker-Sadler

LPL Enterprise, LLC
12 Years of Experience
Englewood, CO
2 DisclosuresBroker
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Elizabeth Walker-Sadler is a registered investment advisor at LPL Enterprise, LLC, based in Englewood, CO, with 12 years of industry experience. Elizabeth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B in assets under management.

LPL Enterprise, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3138 advisors
Number of Clients
102,563 clients
Average Client Portfolio
$243K average
Assets Under Management
$24.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.35%

Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8000 S Chester Street, Suite 325, Englewood, CO, 80112

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2008
Denied
Customer Dispute
October 2006
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
LPL Enterprise, LLCBroker
July 2025 - Present · 1 yr 3 mos
LPL Enterprise, LLC
July 2025 - Present · 1 yr 3 mos
Previous Registrations
Ameritas Advisory Services, LLC
December 2022 - May 2025 · 2 yrs 5 mos
Ameritas Investment Company, LLCBroker
December 2022 - May 2025 · 2 yrs 5 mos
T. Rowe Price Investment Services, INC.Broker
April 2021 - October 2022 · 1 yr 6 mos
T. Rowe Price Associates, INC.
April 2021 - October 2022 · 1 yr 6 mos
Transamerica Financial Advisors, INC.
January 2021 - March 2021 · 2 mos
Transamerica Financial Advisors, INCBroker
November 2020 - March 2021 · 4 mos
World Group Securities, INC.Broker
May 2004 - November 2010 · 6 yrs 6 mos
State Registrations4 states
ARCOKSNE
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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