Gunness Financial Services​

Client Resources​

As you work with Gunness Financial Services, you’ll be asked to complete worksheets and checklists, send encrypted emails, and encouraged to set up AccountView  to access your account information online. And you’ll also likely have the same questions that are commonly asked by new and current clients.

While you are always welcome to contact us directly at Gunness Financial, you may find exactly what you’re looking for right here in our client resources section.

Sculpture by Whitmore Boogaerts

Working with Gunness Financial

Contacting LPL

From time to time, we’ll ask you to submit something to LPL directly. We will always let you know how to do so in a given situation. But if you need to reach out on your own, here are a few of the most common ways to get in touch:

Phone Numbers
Home Office: 800-877-7210
Client Service Line: 800-558-7567

Mailing Checks
LPL Financial
Department M
PO Box 500950
San Diego, CA 92150

Retirement Accounts
LPL Financial
Retirement Accounts
PO Box 509045
San Diego, CA  92150-9045