user avatar

Joshua Thornhill

Advisor at LPL Financial — Jefferson City, MO Dix Road

Updated today

Credentials

Series 66

Experience

11 years

Location

Jefferson City, MO 65109

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,462 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Joshua Thornhill is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and has previously worked with firms including Arete Wealth Management, Center Street Securities, and Mass Mutual. Outside of his advisory role, Thornhill is a business owner involved in training dogs and competing in hunting events. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational and research tools.

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 income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Jefferson City, MO Dix Road

520 Dix Road, Ste.D

Jefferson City MO 65109

Advisors at this office

2

Most active in

Missouri

Work history

11 years of industry experience

LPL Financial

2024 - Present • 2 years

Jefferson City, MO

Arete Wealth Management, LLC

2023 - 2024 • 1 year

Chicago, IL

Arete Wealth Advisors, LLC

2023 - 2024 • 1 year

Chicago, IL

Center Street Securities, Inc.

2019 - 2023 • 4 years

Nashville, TN

Center Street Advisors, Inc.

2019 - 2023 • 4 years

Nashville, TN

Mass Mutual Investors Services

2015 - 2019 • 4 years

Chesterfield, MO

MassMutual life Insurance Co

2014 - 2019 • 5 years

Chesterfield, MO

SCHOOL

2000 - Present • 26 years

Troy, MO

Disclosures

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

Business activities & affiliations

user avatar

Bradley B

Series 63, Series 65

Jefferson City, MO

BIY Financial, LLC

Bradley Binkley is a financial advisor at Biy Financial, LLC in Jefferson City, MO, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked at Creativeone Securities, Acrisure, and Priority First Insurance & Investments. Outside of his advisory role, he owns a Roof Maxx dealership through Mend to Extend LLC. Biy Financial is an independent, single-advisor firm providing discretionary asset management, financial consulting, and ERISA retirement-plan services to individuals, high-net-worth clients, trusts, business owners, and plan sponsors. The firm tailors its services to client goals and risk tolerance, employing fundamental and technical analysis alongside modern portfolio theory.

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General estate planning guidance
user avatar

Steven E

CFP®, Series 63

Jefferson City, MO

Erickson Financial Solutions, LLC

Steven Erickson is a CFP®-certified financial advisor with 29 years of industry experience. He has led Erickson Financial Solutions, LLC since 2006 and has been associated with Fee Only Investment Advisors, LLC since 1996. Outside of financial advising, he is president and sole owner of Erickson Services, LLC, a marketing consulting business. Erickson Financial Solutions serves individual clients with investment portfolio management and comprehensive financial planning, including retirement, tax, and estate planning. The firm focuses on tailored advice for a small client base and emphasizes long-term continuity and professional credentials in its approach.

General retirement planning Income planning
user avatar

Mark K

CFP®

Jefferson City, MO

MVK Financial Planning, LLC

Mark Kleene is a CFP® professional and principal of MVK Financial Planning, LLC with 14 years of experience in the financial advisory industry. He has led MVK Financial Planning since its founding in 2012. MVK Financial Planning provides personalized, fee-only financial planning and investment management to individuals, trusts, estates, non-profit organizations, pension plans, and small businesses. The firm emphasizes risk-appropriate, tax-efficient portfolios using index-type and no-load managed funds, serving clients through both discretionary and non-discretionary account management.

General retirement planning General tax planning Cash flow / budgeting
user avatar

Brandon W

Series 63, Series 65

Jefferson City, MO

GreenLeaf Financial Network, LLC

Brandon Wooley is a financial advisor at GreenLeaf Financial Network, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Waddell & Reed Inc. and Hancock Mortgage Partners. Outside of advisory work, Wooley serves as president of The Credit Restore, LLC, a non-investment related business. GreenLeaf Financial Network provides investment advisory, portfolio management, financial planning, and retirement plan services to individuals, families, trusts, estates, and certain corporate clients. The firm employs a range of investment strategies and analysis methods, serving clients primarily through a decentralized network of independent Investment Adviser Representatives.

Stock option exercise strategy Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management
user avatar

Eric D

Series 63, Series 66

Jefferson City, MO

CreativeOne Securities, LLC

Eric Davis is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2011. In addition to his advisory role, Davis is also an insurance agent with Acrisure Wallstreet Partners LLC, focusing on fixed insurance products. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers, combining project-based planning with ongoing asset management via its proprietary advisory platform.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
user avatar

Alex L

Series 65, Series 63

Jefferson City, MO

Smith, Moore & Co.

Alex Lecure is a financial advisor at Smith, Moore & Co. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at K.W. Chambers & Co., Capital City CASA, Capital Care Care, and Every Child's Hope. Outside of advising, he provides seasonal tax preparation services. Smith, Moore & Co. offers investment advisory and financial planning services to individuals, corporations, and pension/profit-sharing plans, utilizing an open-architecture investment approach that combines proprietary models, advisor portfolio construction, and outsourced managers.

Business succession planning Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")