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Andrew Landgraff

Advisor at LPL Financial

Updated today

Location

Lagrange, IN 46761

Credentials

CFP®, Series 66

Industry experience

17 years

About

Andrew Landgraff is a CFP®-certified financial advisor with 17 years of industry experience, currently associated with LPL Financial since 2017. Prior to that, he worked for Investment Centers of America for nine years. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product offerings.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

516 S Detroit St

Lagrange, IN 46761

Most active in

Indiana · Michigan · Texas

Work history

LPL Financial

2017 - Present (9 years)

Investment Centers of America

2008 - 2017 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Chad K

Series 63, Series 65

Sturgis, MI

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Chad Keim is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His prior roles include positions at Cetera, Summit Financial Group, Raymond James Financial Services, and Linsco/Private Ledger Corp. Keim serves as treasurer and board member of Branch County Bloom, a nonprofit organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, employee education, and manages approximately $79.8 billion in assets, serving clients that include sovereign wealth funds and other large institutional investors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Ashley K

Series 63, Series 66

Sturgis, MI

Kestra Advisory

Ashley King is a financial advisor at Kestra Advisory with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Cetera, Keim Financial Group, Raymond James Financial Services, and Sturgis Bank & Trust. King also maintains a notary role outside of her advisory work. Kestra Advisory provides investment advisory and retirement-plan consulting services to institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms to serve a broad range of investors, including large institutional clients.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Marcus L

CFP®, Series 63

Sturgis, MI

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Marcus Little is a CFP® professional with 28 years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors Inc. since 2016. His prior experience includes roles at Sturgis Bank & Trust and Linsco / Private Ledger Corp. He is also involved in non-variable insurance sales and serves as President and Director of Oakleaf Financial Services. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by extensive research and a broad affiliate network.

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Charles M

Series 63, Series 66

Sturgis, MI

LPL Financial

Charles Maher is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and with 30 years of industry experience. He has worked at LPL Financial since 2010. Outside of his advisory role, he is a notary public and operates a home-based business unrelated to investments. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage services through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Kyndra L

Series 63, Series 66

Lagrange, IN

LPL Financial

Kyndra Landgraff is a financial advisor with LPL Financial in Lagrange, Indiana, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior roles include positions at Farmers State Bank and Ruoff Mortgage Company. Outside of her advisory work, she is involved in direct sales as a brand ambassador and works in a direct service professional capacity with SkyPoint Social Services. LPL Financial serves a broad range of clients including individual investors, retirement plan sponsors, and institutions, offering advisory and brokerage services supported by an in-house research team that provides model portfolios and various investment strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Natalie B

Series 66

Sturgis, MI

Raymond James Financial

Natalie Boland is a financial advisor with Raymond James Financial in Sturgis, MI, holding a Series 66 credential and six years of industry experience. She has worked at Sturgis Bank & Trust Co. and Raymond James Financial Services since 2018 and previously was employed with St. Joseph County ISD. Outside of her advisory role, she assists with client services at Oakleaf Financial Services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through risk profiling and firm research, with a distinctive focus on non-discretionary advisory services.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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