Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
< 1 year
Location
Friedheim, MO
LPL Enterprise
Institution
Kole Jenks is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he was employed at College of the Ozarks and The Keeter Center from 2022 to 2025 and worked at Millgoal Enterprises from 2018 to 2022. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various non-securities products and services.
Based on LPL Enterprise
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services through LPLE where commissions and trails are earned; commissions on sales of insurance products.
Up to $500 per hour for financial planning and consulting services.
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.
Friedheim, MO
Friedheim MO
Advisors at this office
1
Arkansas · Missouri
< 1 year of industry experience
LPL Enterprise LLC
2026 - Present • 1 year
Bentonville, AR
LPL Enterprise LLC
2026 - 2026 • 1 year
Bentonville, AR
College of the Ozarks
2022 - 2025 • 3 years
Point Lookout, MO
The Keeter Center
2022 - 2025 • 3 years
Branson, MO
Millgoal enterprises
2018 - 2022 • 4 years
Platte City, MO
Unemployed
2014 - 2018 • 4 years
Platte City, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 66
Perryville, MO
Thrivent Investment Management
Kendra Troncale is a financial advisor at Thrivent Investment Management with 27 years of industry experience. She has held her current roles at Thrivent Investment Management Inc and Thrivent Financial for Lutherans since 2002. She holds Series 63 and Series 66 designations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning across various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.
Series 63, Series 66
Perryville, MO
Edward Jones
Keith Lorenz is a financial advisor with Edward Jones in Perryville, MO, holding Series 63 and Series 66 licenses and 34 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.
Series 66
Perryville, MO
Thrivent Investment Management
Shane Galeski is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and previously worked at Proctor & Gamble and Toyoda Gosei. Outside of his advisory role, he serves as a firefighter with the Perryville Fire Department. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial topics through a network of advisors. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account programs while maintaining separate service structures.
Series 63, Series 66
Perryville, MO
Edward Jones
Annette Coke Staggs is a financial advisor with Edward Jones in Perryville, MO, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Series 66, Series 63
Perryville, MO
Edward Jones
Christopher Mudd is a financial advisor with Edward Jones in Perryville, MO, holding Series 66 and Series 63 designations and bringing 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he serves as a member of the Perryville Development Corp., a nonprofit organization focused on providing real estate for economic development in the community. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supporting its services with a large network of financial advisors and branch offices nationwide.
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