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Joshua Lane Terrell

Advisor at LPL Financial — Holden, MO

Updated today

Credentials

Series 66

Experience

4 years

Location

Holden, MO 64040

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,418 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Joshua Terrell is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Central Trust Bank since 2021. Outside of his advisory work, Terrell serves as a swim coach for the Warrensburg Piranhas Swim Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, employing both discretionary and non-discretionary management supported by in-house and third-party research.

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

Holden, MO

123 W 2nd St

Holden MO 64040

Advisors at this office

1

Most active in

Missouri

Work history

4 years of industry experience

LPL Financial

2021 - Present • 5 years

Chesterfield, MO

Central Trust Bank

2021 - Present • 5 years

Chesterfield, MO

Truman Title

2021 - 2021 • 1 year

Warrensburg, MO

Warrensburg Piranhas

2020 - Present • 6 years

Warrensburg, MO

UCM Surplus

2018 - 2021 • 3 years

Warrensburg, MO

UCM

2016 - 2018 • 2 years

Warrensburg, MO

Midwest Pool Management

2015 - 2018 • 3 years

Warrensburg, 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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Steven F

Series 63, Series 65, Series 66

Warrensburg, MO

Fortitude Advisory Group L.L.C.

Steven Farr is a financial advisor at Fortitude Advisory Group L.L.C. with 19 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and previously worked at Edward Jones. Outside of his advisory work, he is the owner of businesses in advertising and other ventures. Fortitude Advisory Group provides investment advisory and financial planning services primarily to individual investors and retirement accounts, as well as employee retirement plans, charitable organizations, and business entities. The firm delivers tailored recommendations based on clients’ goals, risk tolerances, and time horizons through a team-based approach.

Retirement plans for business owners (SEP, solo 401k)
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Adelaide Bianca D

Series 65

Warrensburg, MO

Snider Financial Group

Adelaide Bianca David is a financial advisor with Snider Financial Group, holding a Series 65 credential and one year of industry experience. Her prior roles include positions at LPL Financial LLC and WestPac Wealth Partners, as well as experience with SeaWorld Parks & Entertainment and San Diego State University. Snider Financial Group provides personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $550 million in regulatory assets across about 514 clients, offering comprehensive services that include retirement and tax planning, insurance review, and portfolio management through custodial platforms and third-party managers.

General retirement planning College savings (529s, UTMA, etc.)
user avatar

Kayla H

Series 63, Series 65

Warransburg, MO

First Command Advisory Services

Kayla Hemmesch is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses. She has prior experience in the United States Air Force from 2016 to 2026 and joined First Command in 2025. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Christopher B

Series 63, Series 65

Warrensburg, MO

First Command Advisory Services

Christopher Brockway is a financial advisor with First Command Advisory Services, holding Series 63 and 65 licenses and two years of industry experience. He has been affiliated with multiple divisions of First Command since 2023 and concurrently serves full time in the Missouri Air National Guard. Outside of his advisory work, Brockway owns and operates a regional racing team, Chris Brockway Racing, which competes in events around Missouri and Kansas. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Anthony C

Series 63, Series 65

Warrensburg, MO

First Command Advisory Services

Anthony Carter is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 designations. He has one year of industry experience, with prior roles at several First Command affiliates and farming operations. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and diverse wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Nicole M

Series 66

Kingsville, MO

Thrivent Investment Management

Nicole Muenz is a financial advisor with Thrivent Investment Management holding a Series 66 designation and four years of industry experience. Her career includes roles at Central Trust Bank, LPL Financial, and State Street Bank, as well as academic positions at the University of Missouri and Truman State University. Outside of finance, she serves as an Assistant Tournament Director for USA Softball of Kansas City, supporting local girls' softball tournaments. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary trading authority. Their planning integrates with managed-account programs under a consolidated billing system while maintaining separate service offerings.

Business ownership considerations
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