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John Tyler Stevens

Advisor at LPL Financial — Pittsburg, KS S. Broadway St

Updated today

Credentials

Series 66

Experience

15 years

Location

Pittsburg, KS 66762

LPL Financial logo

LPL Financial

Institution

Total advisors

22,761

Across 10,463 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

John Stevens is a financial advisor at LPL Financial with 15 years of industry experience and holds the Series 66 designation. He previously worked for Commerce Brokerage Services, Inc. for eight years before joining LPL in 2023. Outside of his advisory work, Stevens is involved in buying and selling sports trading cards. LPL Financial is a nationally registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement consulting with discretionary and non-discretionary management supported by research and model portfolios.

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

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Pittsburg, KS S. Broadway St

100 S. Broadway St

Pittsburg KS 66762

Advisors at this office

2

Most active in

Kansas · Missouri · Texas

Work history

15 years of industry experience

LPL Financial

2023 - Present • 3 years

Springfield, MO

Commerce Brokerage Services, Inc.

2015 - 2023 • 8 years

St. Louis, MO

Merrill

2014 - 2015 • 1 year

MO

Cetera

2014 - 2014 • 1 year

Schaumburg, IL

Cetera Investment Services Llc

2013 - 2014 • 1 year

Edward Jones

2009 - 2012 • 3 years

MO

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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Randall S

Series 63, Series 65

Pittsburg, KS

Concurrent Investment Advisors, LLC

Randall Sauer is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior firms include Purshe Kaplan Sterling Investments and Wells Fargo Advisors. He also serves as vice president and treasurer of Pam Sauer Ministries, a charitable organization. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, focusing on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles.

Wealth management Founder/Business Owner
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Luke P

Series 66

Pittsburg, KS

Mariner

Luke Prestholt is a financial advisor at Mariner with nine years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of advisory work, he is involved in buying and selling sports cards and memorabilia. Mariner serves a broad client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and provides integrated tax and CFO capabilities along with a Financial Wellness Platform for employer clients.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Christopher F

Series 63, Series 65

Frontenac, KS

Eagle Strategies (NY Life)

Christopher Falletti is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 36 years of industry experience and has operated Falletti Financial since 2009. Outside of his advisory work, he is the owner of Falleti Rentals LLC. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through various program types, emphasizing non-discretionary asset management and fiduciary responsibilities to retirement investors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive

Larry S

CFP®, Series 66

Pittsburg, KS

Edward Jones

Larry Sprague is a CFP® professional with 10 years of experience at Edward Jones in Pittsburg, KS. He has worked at Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

General retirement planning Retired Founder/Business Owner Executive
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Mandi B

Series 66

Pittsburg, KS

Edward Jones

Mandi Butler is a financial advisor at Edward Jones with 11 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated financial services through a nationwide network of advisors and branches.

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

Series 63, Series 65

Pittsburg, KS

LPL Financial

Karen Vanleeuwen is a financial advisor with LPL Financial in Pittsburg, Kansas, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She previously worked at Next Financial Group Inc for 18 years and Wells Fargo Clearing for 3 years. Outside of advising, she is a co-owner of VanLeeuwen Farms in Pittsburg. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

College savings (529s, UTMA, etc.)
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