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Lee Harp

Advisor at LPL Financial

Updated today

Location

Liberal, KS

Credentials

Series 63, Series 65

Industry experience

28 years

About

Lee Harp is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Next Financial Group, Inc. for 21 years. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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 plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

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

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

Liberal, KS

Most active in

Kansas

Work history

LPL Financial

2025 - Present (1 year)

Next Financial Group, Inc

2004 - 2025 (21 years)

Disclosures

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

Business activities & affiliations

Mc Kensie H

Series 66

Liberal, KS

Edward Jones

Mc Kensie Hood is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2019 and has six years of industry experience. Prior to joining Edward Jones, she was involved with Seward County United Way for four years. Outside of her advisory role, Hood is a partner in a real estate venture, Cardone Capital. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporations, and charities. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Divorce financial planning General retirement planning Wealth management Founder/Business Owner Hispanic/Latino/Latinx

Colby M

Series 66

Liberal, KS

Edward Jones

Colby Martin is a Series 66 licensed financial advisor with Edward Jones, based in Liberal, Kansas, and has eight years of industry experience. He has been with Edward Jones since 2017, following prior roles at Seaboard Foods, WTAMU Nance Ranch, and Seaman Crop Consulting. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

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

Andrew S

CFP®, Series 66

Liberal, KS

Edward Jones

Andrew Skinner is a financial advisor at Edward Jones with 12 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2014. Outside of his advisory role, he is the owner and manager of Northcrest Enterprises, LLC, a real estate business in Liberal, KS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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

Thomas M

Series 63, Series 66

Liberal, KS

Edward Jones

Thomas Mein is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wachovia Securities, LLC. Outside of finance, Mein is involved in local activities as a football referee and has ownership interests in rental properties and an office building in Liberal, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions supported by a large national network of financial advisors.

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

Sarah M

Series 66

Liberal, KS

Edward Jones

Sarah Miller is a financial advisor with Edward Jones in Liberal, KS, holding a Series 66 credential and 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary investment options, operating under a fiduciary standard.

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