LPL Financial
Brandon Banta currently serves as VP of the Service Center at LPL Financial, beginning in September 2025. Previously, Brandon Banta held multiple roles at Vanguard from August 2015 to October 2025, including Line Manager, Team Leader, Client Resolution Specialist, ICS Investment Specialist, and Brokerage Investment Professional. In these positions, Brandon Banta focused on optimizing business processes through root cause analysis, managing client account resolutions, and implementing cross-site training sessions. Brandon Banta also contributed to digitalization efforts and established a mentorship program for new employees. Earlier experience includes an internship at WestPoint Financial Group in 2014. Brandon Banta earned a Bachelor's Degree in Financial Planning and Services from Purdue University in 2015.
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