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Dennis Shoemaker

Advisor at LPL Financial

Updated today

Location

Beloit, KS 67420

Credentials

Series 63, Series 65

Industry experience

38 years

About

Dennis Shoemaker is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Before joining LPL Financial in 2017, he worked for Investment Centers of America, Inc. for 23 years. Outside of his advisory role, he is involved in agricultural operations through ownership of a family farm and serves as Senior Vice President and Associate Director on the Board of Directors at Guaranty State Bank & Trust Co., where he participates in the bank’s loan and investment committees. 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 supports its advisors with in-house research, a range of investment models, and a platform that integrates advisory and brokerage services alongside insurance and credit products.

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

201 S Mill St

Beloit, KS 67420

Most active in

Kansas · Texas

Work history

LPL Financial

2017 - Present (9 years)

Investment Centers of America, Inc.

1994 - 2017 (23 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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Joseph F

Series 66

Beloit, KS

LPL Financial

Joseph Fugate is a financial advisor with LPL Financial based in Beloit, Kansas. He holds the Series 66 designation and has four years of industry experience. Prior to joining LPL Financial in 2021, he worked at Guaranty State Bank and Trust Company and has experience in real estate investment firms. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by in-house research and 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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Jacob S

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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