Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
38 years
Location
Beloit, KS 67420
LPL Financial
Institution
Dennis Shoemaker is a financial advisor with LPL Financial based in Beloit, Kansas, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining LPL Financial in 2017, he spent 23 years with Investment Centers of America, Inc. In addition to his advisory work, Shoemaker is a senior vice president and associate director on the board of directors at Guaranty State Bank & Trust Co., where he serves on various committees, including the loan and investment committees. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Beloit, KS
201 S. Mill Street
Beloit KS 67420
Advisors at this office
2
Kansas · Texas
38 years of industry experience
LPL Financial
2017 - Present • 9 years
Beloit, KS
Investment Centers of America, Inc.
1994 - 2017 • 23 years
Beloit, KS
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Beloit, KS
LPL Financial
Joseph Fugate is a financial advisor with LPL Financial in Beloit, Kansas, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Guaranty State Bank and Trust Company and Muldoon Associates Real Estate & Investments Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.
Series 63, Series 66
Beloit, KS
Edward Jones
Jacob Sloan is a financial advisor with Edward Jones in Beloit, Kansas, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, Sloan owns and manages Salt Creek Lodge in Beloit. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory and investment solutions, including discretionary and non-discretionary managed accounts, and operates under a fiduciary standard.
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