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Kendra Applegate

Advisor at LPL Enterprise — Kentland, IN

Updated today

Credentials

Series 66

Experience

1 year

Location

Kentland, IN 47597

LPL Enterprise logo

LPL Enterprise

Institution

Total advisors

3,113

Across 866 offices

Clients per advisor

33 Very Low

Avg AUM per client

$239,757 Very Low

HNW client ratio

22% Typical

About

Kendra Applegate is a Series 66-licensed financial advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL Enterprise, she worked at Adkev Inc. for two years and held positions at General Motors and Purdue University. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Client services

Based on LPL Enterprise

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Enterprise

Tax-loss harvesting

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services through LPLE where commissions and trails are earned; commissions on sales of insurance products.

Project-based

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

Other

Fee-only: Financial planning and consulting fees typically range from $0 to $15,000 or up to $500 per hour, may be flat or hourly fees as negotiated; fees may be discounted or complimentary.

Location

See office

Kentland, IN

206 N 3rd St

Kentland IN 47597

Advisors at this office

2

Most active in

Indiana

Work history

1 year of industry experience

LPL Enterprise

2025 - Present • 1 year

Lafayette, IN

Adkev Inc.

2023 - 2025 • 2 years

Monticello, IN

General Motors

2020 - 2023 • 3 years

Fort Wayne, IN

Purdue University

2016 - 2020 • 4 years

West Lafayette, IN

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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Mark E

Series 63, Series 65, Series 66

Fowler, IN

OSAIC Institutions, INC.

Mark Eberhart is a financial advisor at OSAIC Institutions, Inc. with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Edward Jones, Symetra, Voya Financial Partners, and Prudential Equity Group. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments and lending solutions, operating with a hybrid adviser and broker-dealer structure.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Courtney R

Series 66

Fowler, IN

OSAIC Institutions, INC.

Courtney Rooze is a Series 66 licensed financial advisor with eight years of industry experience, currently with OSAIC Institutions, Inc. since 2018. Prior to joining OSAIC, Rooze worked at Broker Dealer Financial Services and has concurrently been employed at Fowler State Bank since 2016, where she serves in banking roles including senior agricultural lender and director, with a future position as president/director beginning in 2026. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm operates a hybrid adviser/broker-dealer model and offers customized advisory services, financial planning, access to alternative investments, and lending solutions.

Annuities Tax-loss harvesting Founder/Business Owner Executive

Morgan L

Series 66

Fowler, IN

Edward Jones

Morgan Lange is a financial advisor at Edward Jones with 10 years of industry experience. He has worked at Edward Jones since 2017 and previously held roles at Broker Dealer Financial Services Corp. and Fowler State Bank. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Retirement withdrawal strategies Retired Founder/Business Owner Executive
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Bernard B

Series 63, Series 65

Kentland, IN

LPL Enterprise

Bernard Bouse is a financial advisor at LPL Enterprise with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pruco Securities, LLC for 31 years. Bernard has also been affiliated with Prudential Insurance Company of America throughout his career. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Tax-loss harvesting

Charles C

Series 66

Watseka, IL

Edward Jones

Charles Cady is a financial advisor with Edward Jones in Watseka, Illinois, holding a Series 66 credential and seven years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at Chicago Water and Fire Restoration and Servpro of Champaign Urbana. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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