Lobbying

LPL Financial LPLA's latest lobbying report covers Q2 2026, at $710K. The four quarters Q4 2025–Q3 2026 total $2.2M. Its first report covers Q4 2022; the issues it reports most are Financial Institutions/Investments/Securities and Taxation/Internal Revenue Code.

LPL FinancialLPLA

LPL Financial stock page

Latest quarter
No record
Q3 2026 · 0 reports
Last 12 months
$2.2M
Last 4 quarters
vs last quarter
−100.0%
Q3 2026 against the quarter before
First report
Q4 2022
The first quarter a report named it

Lobbying by quarter

LPL Financial lobbying by quarter
LPL Financial lobbying by quarter
QuarterAmountReports
Q4 2022$420K3
Q1 2023$260K3
Q2 2023$220K3
Q3 2023$210K3
Q4 2023$550K3
Q1 2024$450K3
Q2 2024$330K3
Q3 2024$540K3
Q4 2024$540K3
Q1 2025$440K4
Q2 2025$580K4
Q3 2025$620K3
Q4 2025$820K3
Q1 2026$630K3
Q2 2026$710K3
Q3 2026$00

By issue

  • Financial institutions and securities$2.3M · 45 reports
  • Taxation$2.3M · 44 reports
  • Retirement$2.2M · 41 reports
  • Labor, antitrust and workplace$457.5K · 3 reports
  • Budget and appropriations$45K · 3 reports

An issue's amount splits each report's amount equally over the issues the report lists.

Who was lobbied

  • HOUSE OF REPRESENTATIVES46 reports
  • SENATE46 reports

Firms it paid

Firm
In-houseLPL Financial$6.2M15 quarters
Mindset Advocacy$720K15 quarters
Crossroads Strategies$280K6 quarters
Davis & Harman$100K11 quarters

Former officials lobbying for it

Former position
CHARLIE SCHREIBERSenior Counsel, House Financial Services Committee; Law clerk, Senate Homeland Security and Governmental Affairs CommitteeQ2 2026
KENDRA KOSKO ISAACSONPensions Policy Director and Senior Tax Counsel, Sen. Patty MurrayQ2 2026
LANGSTON EMERSONSenior Legislative Assistant, Congressman Michael Capuano; Legislative Assistant, Congresswoman Carolyn KilpatrickQ2 2026
ZACHARY K OSTROLegislative Director, Rep. Robin KellyQ2 2026
REGINALD ALEXANDER MCCRIMMONDirector Member Services & External Affairs - Congressional Black Caucus; Special Assistant, Staff Assistant - Rep. G. K. ButterfieldQ4 2025
WILLIAM CAMPBELL KING MUELLERDeputy Assistant Secretary, Banking and FinanceQ4 2025
CAMERON RICKERHearing clerk, Deputy Chief Clerk, Chief Clerk-The Senate Committee on Banking, Housing, and Urban AffairsQ2 2025
CHRIS L GASTONChief of Staff, Representative Rush HoltQ2 2025
LUCIA PANZACounsel, U.S. Senator Charles E. Schumer; Counsel, U.S. Senate Judiciary Committee; Legislative Assistant, U.S. Senator Barbara Boxer; Law Clerk, Senate Health, Education, Labor & Pensions Committee; Law Clerk, Senate Judiciary CommitteeQ2 2025
RICK DEARBORNDeputy Chief of Staff, President Donald TrumpQ2 2025
STEPHEN THOMAS VOLJAVECLegislative Director, Rep. Vern Buchanan; Legislative Assistant, Senator Marsha BlackburnQ1 2025
BRANT IMPERATORESenior Counsel, House Financial Services CommitteeQ1 2024
BRIDGET F HAGANSenior Legislative Assistant, Rep. Earl PomeroyQ4 2022

Lobbying reports

Filed by
07/20for Q2In-house$600K
07/20for Q2Mindset Advocacy$60K
07/19for Q2Crossroads Strategies$50K
04/20for Q1Crossroads Strategies$50K
04/20for Q1In-house$520K
04/20for Q1Mindset Advocacy$60K
03/17for Q2 2025In-house$470K
02/05for Q4 2025Mindset Advocacy$60K
01/20for Q4 2025In-house$710K
01/19for Q4 2025Crossroads Strategies$50K
25/10/20for Q3 2025In-house$510K
25/10/20for Q3 2025Mindset Advocacy$60K
25/10/19for Q3 2025Crossroads Strategies$50K
25/10/07for Q2 2025In-house$470K
25/07/21for Q2 2025In-house$470K
25/07/21for Q2 2025Mindset Advocacy$60K
25/07/20for Q2 2025Crossroads Strategies$50K
25/07/16for Q2 2025Davis & HarmanUnder $5,000
25/04/21for Q1 2025In-house$350K
25/04/21for Q1 2025Crossroads Strategies$30K